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Keegan O'Rourke, CFP

Financial Adviser

|

Certified

Keegan O'Rourke, CFP

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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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).

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.