WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
SO

Sean O'Kane

Financial Adviser

Medical Financial Pty Ltd trading as Medical Financial Planning
Fortitude Valley, QLD 4006

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Sean O'Kane is an ASIC-registered financial adviser dedicated to helping clients in Fortitude Valley and across Australia achieve their financial goals. With a Bachelor Degree (Hons) from Bournemouth University and an Advanced Diploma in Financial Planning from Pinnacle, complemented by specialist knowledge in Self Managed Super Funds from Kaplan, Sean brings a wealth of knowledge and experience to every client interaction. As a proud member of the Financial Advice Association of Australia (FAAA), Sean adheres to the highest ethical and professional standards. Sean is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your family's future, plan for a comfortable retirement, or grow your wealth, Sean can provide tailored solutions to meet your unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Sean is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Contact Sean today to schedule a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000506557

Verify on ASIC Register

Authorised Representative Number

000325825

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sean O'Kane offer?

Sean O'Kane provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Sean O'Kane have?

Sean O'Kane holds a Bachelor Degree (Hons) from Bournemouth University, an Advanced Diploma in Financial Planning from Pinnacle, and specialist knowledge in Self Managed Super Funds from Kaplan.

What is Sean O'Kane's approach to financial planning?

Sean focuses on building long-term relationships with his clients, providing personalized advice and ongoing support to help them achieve their financial goals.

How can Sean O'Kane help me with my retirement planning?

Sean can help you develop a comprehensive retirement plan tailored to your individual circumstances, ensuring you have a comfortable and financially secure retirement.

Is Sean O'Kane a member of any professional associations?

Yes, Sean O'Kane is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Sean directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.