Matt O'Brien

Viridian Financial Group Limited

Bronze

1 Yr Experience

Melbourne, VIC 3000

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I’m a Financial Adviser with more than seven years of industry experience, helping clients make informed financial decisions with confidence. My focus is on providing clear, practical advice across areas such as investing, gearing, cash flow management, budgeting, superannuation, retirement planning, Centrelink and tax strategies. I believe good advice should be easy to understand and tailored to your real-life goals and circumstances.

Throughout my career, I’ve also worked closely with clients facing more complex situations. This has included supporting vulnerable individuals who may have reduced mental or physical capacity, assisting with Centrelink applications and reviews, navigating financial matters arising from separation and family law proceedings, and working with charitable structures such as Private Ancillary Funds and Sub-Funds.

Above all, I value building genuine, long-term relationships with my clients. Taking the time to understand what’s important to you allows me to provide advice that is both meaningful and practical. If you're looking for guidance on your financial journey, I'd welcome the opportunity to help.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Borrowing
Tax Strategies
Wills & Estates

5.00 October 2026

Working with Matt has been one of the best financial decisions we've made. He took the time to understand our goals and explain strategies in a way that makes sense.

His guidance around EOFY superannuation contributions helped improve our tax position and support us through the sale of an investment property and the strategic transfer of funds into superannuation. His advice has helped us substantially reduce potential CGT liabilities and navigate a complex process with confidence.

We highly recommend Matt and feel fortunate to have him supporting our financial future.

5.00 September 2026

Matt was there for me consistently with advice and support after losing my husband after being his carer for 5 years and helping to transition my finances so that I am able to retire with sufficient funds. I can highly recommend him.

5.00 September 2026

Matt has provided sound advice & has been incredibly helpful. He is always available to answer any questions & I would gladly recommend him to anyone who needs advice.

I am grateful for the help & assistance he has provided, steering me through the complex world of finance, enabling a secure future for my son & I.

Highly recommended.

5.00 September 2026

Working with Matt and his team has always been very rewarding. He is always around when we need to have a chat and get some advice. His work ethic is very good and he always provides us with clear and concise information. He has helped us grow our superannuation and is now looking at a retirement plan for me and further building my husband's superannuation fund. We are extremely happy with all his advice thus far and would have no hesitation in recommending any family or friends to Matt and the team at Viridian.