Dennis O'Keefe - Senior Financial Planner
M 0412 409 968
E
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"The most satisfying part of my professional life is creating a world for my clients where they no longer worry about the future because I have listened to them and given them advice which ensures they and their families' futures are being managed with care."
Unique Qualities
Dennis has the ability to put clients at ease and makes them feel very comfortable. He can communicate with clients in an easy to understand manner and enjoys meeting with different people from different walks of life.
Specialist Skills
- Risk Management
- Business Succession Planning
Professional Qualifications
- Diploma of Financial Planning (DFP)
Membership and Associations
- Authorised Representative of Charter Financial Planning
- Member of the Association of Financial Advisers (AFA)
- Member of the Credit Ombudsman Service
Career and Industry Highlights
Having 26 years of continuous service in the financial planning industry, Dennis has had experience at board level for twelve years as a former director of the Wests Illawarra Leagues Club. Dennis' manner and ethics has seen many clients over the years become personal friends.
Personal Interests
Dennis grew up and resides in the Wollongong, in the Illawarra. He is married to Sue, a Registered Nurse. They have three sons and six grand children. As two of their sons and five of their grand children live in Queensland, Dennis and Sue enjoy making the trip north when opportunities arise.
Dennis is a mad keen Cronulla Sharks supporter in the National Rugby League competition, and a Wests Illawarra Red Devils follower in the local Wollongong rugby league competition. He also has a passion for high performance vehicles and follows the V8 Super Cars.
Dennis O'Keefe is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, member of the AMP Group.
This document provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. AXA Financial Planning and its Authors or omissions of information supplied in this document.