Shaun O'Keefe profile photo

Shaun O'Keefe

Network Financial Planning

Bronze
8 Yrs Experience
Peregian Springs, QLD 4573

Hi, I'm Shaun - a local financial adviser for the Peregian community on the Sunshine Coast.

As a financial adviser, I help families feel more financially secure. I look to understand their life goals, work out where they currently are, and make a plan to provide structure and direction. And then I’ll hold your hand to help you get there.

I believe when families feel secure and confident about their finances, relationships are stronger, and life is just better. Because you can focus on what matters most to you.

"People are important to me. And I've found that I can help more people, more effectively when I help families. I work with families just like yours. When we bring your personal values and financial resources in line, you can stay focused on your priorities in life."

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Network Financial Planning

9 Doral Dr
Peregian Springs, QLD 4573

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892