Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST LEEDERVILLE, WA

Connor Timothy O'keeffe

WEST LEEDERVILLE, WA
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001304028
Currently at
Everest Private Wealth
West Leederville, WA (firm address)
View firm profile

Connor Timothy O'keeffe is a financial adviser based in West Leederville, Western Australia, with 2 years of experience in the financial services industry since 2024. Connor is currently authorised under Strategic Finance Partners, operating through Everest Private Wealth. Connor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Connor holds a Graduate Diploma of Financial Planning from Swinburne University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not Authorised in Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2022
Graduate Diploma of Financial Planning
Swinburne University of Technology

Registration History

Strategic Finance Partners Pty Ltd
Dec 2025 - Present Current
Not Authorised in Margin Lending
Millennium 3 Financial Services Pty Ltd
Jun 2023 - Jun 2024 Ceased
Superannuation - All does not include Self Managed Superannuation Funds Advice

Source: ASIC Financial Advisers Register