Warren McKeown

Teaching Fellow,
University of Melbourne

Warren McKeown had a career in secondary school teaching before joining a Chartered Accounting firm in Melbourne.  His role was to take on the superannuation and financial planning work at the time when superannuation was in its early stages of evolution in Australia.

As an educator, he was then attracted to a position of Senior Lecturer and Course Director of Financial Planning, at RMIT University where he devised and taught the range of financial planning subjects in the first financial planning degree program in Australia.  During that period he conducted financial planning courses and workshops for CPA Australia; served as a panel member of the Financial Industry Complaints Service (now the Australian Financial Complaints Authority); presented as a subject expert for the Ethics, Professionalism and Compliance module of the Financial Planning Association’s CFP program; and was a founding member of PetersMcKeown, an independent financial planning firm.

He is a co-author of ‘Essentials of Financial Planning”, a text book (retitled in its 8th edition) used by a number of universities in Australia and New Zealand.  He has degrees in economics and education and a business master’s degree by research. He has over 30 years’ experience in financial planning as a Chartered Accountant and as a Certified Financial Planner. He has retired from offering financial planning services but is currently a Teaching Fellow in Financial Accounting at the University of Melbourne.

Because of his assistance to a number of clients who fell victims to the advice of an adviser he has maintained a deep interest in the area of financial advice and mismanagement of client financial affairs. He is pursuing Ph D research in the field of financial literacy.

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