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).
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
