Peter Keogh
Financial Adviser
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About
Peter Keogh is an ASIC-registered financial adviser dedicated to helping individuals and families in McDowall, QLD, and across Australia achieve their financial goals. With a Bachelor of Business (Honours) from Central Queensland University (1996) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute (2002), Peter possesses a strong educational foundation. He further enhanced his expertise with specialized training, including DPML Margin Lending (2011), Self-Managed Superannuation Funds (2012), and Ethics and Professionalism in Financial Advice (2021). As a member of the Financial Advice Association of Australia (FAAA), Peter adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Peter's commitment to client success is reflected in his personalized approach to financial planning. He takes the time to understand each client's unique circumstances and goals, developing tailored strategies to help them achieve financial security and peace of mind. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Peter Keogh today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Peter Keogh offer?
Peter Keogh provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with strategies tailored to your specific needs.
What are Peter Keogh's qualifications and experience?
Peter holds a Bachelor of Business (Honours) from Central Queensland University and a Graduate Diploma in Applied Finance and Investment from the Securities Institute. He also has specialized training in margin lending, self-managed superannuation funds, and ethics in financial advice. He is an ASIC-registered financial advisor.
What is the process for working with Peter Keogh?
The process typically begins with an initial consultation to discuss your financial goals and circumstances. Peter will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will be made to ensure your plan remains aligned with your goals.
What can I expect from a consultation with Peter Keogh?
You can expect a professional and informative consultation where Peter will listen to your needs, assess your financial situation, and provide clear and concise advice. He will explain your options in plain language and answer any questions you may have.
How can Peter Keogh help me with my superannuation?
Peter can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement savings strategy. He can also assist with self-managed superannuation funds (SMSFs).
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