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Client Services Manager

Ryan O’Keefe

Melbourne

Ryan O’Keefe is a Client Service Manager at Apt Wealth Partners. He is responsible for administering the advice process from start to finish, including assisting the formulation and implementation of advice documents. With a specialisation in UK Pensions, Ryan utilises his expertise to deliver meaningful outcomes to clients.

Ryan holds a Bachelor of Business Degree, with a major in Financial Planning. He has worked in the financial advice industry for 4+ years.
Outside of work, Ryan trains on the gymnastics apparatus the pommel horse to unwind and stay active.

General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

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