Financial Adviser
· WAGGA WAGGA, NSW
Jessica Anne O'keeffe
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297569
Jessica Anne O'keeffe is a financial adviser based in Wagga Wagga, New South Wales, with 3 years of experience in the financial services industry since 2023. Jessica is currently authorised under Navigate Licence. Jessica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jessica's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Jessica is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Finance & Mortgage Broking
Kaplan
2012
Diploma of Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan