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Keegan O'Rourke, CFP

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Certified

Keegan O'Rourke is an experienced Senior Financial Adviser working with our Not-For-Profit and Philanthropy clients. Since joining the financial services industry in 2011, Keegan has worked as an Associate at a boutique wealth management firm and as a Senior Advisor at a national accounting firm where he sat on the Investment Committee and worked with a range of client groups from young executives and business owners, to large Family Offices, Charitable Trusts and NFPs, and University endowments. Keegan and holds a Master of Applied Finance, a Graduate Diploma in Financial Planning, and a Bachelor of Commerce (Accounting & Economics). Keegan is a Certified Financial Planner (CFP) member of the Financial Planning Association of Australia (FAAA).

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.