Marc O’Keeffe - DIP FP B COM (Fin Acc. Mmnt Acc.)ASIC Authorised Representative Number 260330Marc O’Keeffe has been with the Oakwood Group since April 2000 and has a wide ranging background in business, finance, taxation and accounting. Marc entered the accounting industry in 1996 and has over 11 years experience within accountancy and financial planning practices. Marc has studied a Bachelor of Commerce degree majoring in both financial accounting and management accounting, the Diploma of Financial Planning and successfully completed the Certified Practising Accountant (CPA) Program. Qualifications
Marc has grown up on the Central Coast and is keen to maintain his connection to the beach and sporting lifestyle. Marc recently married his wife Belinda and they purchased a house in scenic Glenning Valley in the Wyong Shire. Now with a good sized backyard Marc and his wife are looking forward to becoming proud puppy owners in the near future. Marc’s previous employment of over 10 years with a successful firm on the Central Coast demonstrates his passion for building a professional, integral and lasting relationship with clients. In 2006 Marc entered into a partnership with a well respected Woy Woy based accountancy firm and offered his financial planning and taxation skills to better serve his clientele. Marc has taken his strong taxation and superannuation background into the Financial Planning Industry in order to help people increase their overall financial well being through the use of comprehensive financial planning. Marc’s interest in the financial industry means he is able to provide compelling and clear cut advice to clients in order to help them foster a robust financial plan for the future. Marc prides himself on his loyalty, honesty and integrity and is always happy to provide in depth answers to complex financial queries. Marc has particular expertise in the areas of superannuation strategy and self managed superannuation. Marc’s foremost goal is to assist his clients to achieve their financial goals and foster an effective work/ life balance. Contact DetailsAll Accounting and Planning Services Pty Ltd Phone: 02 4341 6919 Home | Financial Planning | Our Advisers | Our Partners | Resources/Links | Contact | Client Access
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