John O'Brien

Visis Private Wealth

Platinum
19 Yrs Experience
Brisbane City, QLD 4000
John O'Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm. For over 15 years John has been directly advising his clients on all their wealth management and strategic advice needs. As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client. VISIS and John have won numerous national awards for Holistic Advice, Best Client Service, Multi-Service Practitioner of the Year & Boutique Firm of the Year. With offices in Brisbane & Sydney, John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance and lending, superannuation, retirement planning, and tax / accounting. He is a practitioner member of the Financial Planning Association, he has had the designation of Certified Financial Strategist (CFS) awarded by the Association of Independently Owned Financial Professionals, is a senior associate of FINSIA, MAICD and is an Associate Fellow of the Australian Institute of Management. VISIS Private Wealth has been awarded the FPA Professional Practice designation and are proud to be bound by the FPA Code of Professional Practice, which brings together a comprehensive set of ethical principles, practice standards and conduct rules. He begun his formal education began with a bachelor of commerce with double majors in banking and finance, and financial risk management followed by completing of a Masters of financial planning. John is a personal signatory to the Banking and Finance Oath and is a Registered Financial Consultant through the International Association of Registered Financial Consultants. When not working to achieve even more great outcomes for his clients John enjoys spending time with his wife Kelly, young daughter Sofia and when life allows, escaping for a motorcycle ride.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I charge a blend of fees dependant on the clients circumstances.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 25
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Visis Private Wealth

Level 14, 145 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Visis Private Wealth

AFSL 394583

4.85
25 Reviews
5
4
3
2
1
4.85
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"John is honest and provides sound advice that suits my needs. He is highly qualified and experienced and has great contacts for anything Visis might not provide. He is an independent adviser, free to select the best products for his clients. He is able to understand my concerns and offer clear and sound advice over a wide range of issues. John was the key to rebuilding my portfolio after the GFC in 2008."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have full confidence in John’s commitment to my future financial security. The superannuation strategies we have employed over the years mean that I can face retirement without stressing about finances. That is worth a lot to me. John takes a personal interest in his clients and he has gone out of his way to share information on areas of interest to me that are relevant to my retirement. He and his team respond promptly to any questions I may have and are a please to work with. I recommend John highly to anyone seeking financial advice and superannuation management."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"John has given me advice in areas including loan products, self managed super funds and managing debt. John was usually able to explain things to me in a clear way. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received John's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has always given us professional service and sound advice in regards to our finances. I would recommend him to you."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have great trust in John's advice. He has been my financial adviser for nearly six years and, apart from annual meetings, has always made himself available for questions and explanations when necessary. John has managed my portfolio extremely well to provide both income and growth in order to sustain a good lifestyle throughout retirement years."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found John to be very helpfull in all matters finance. He is always available when needed."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Have received advice advice from John in relation to superannuation and retirement pension. I am happy with the advice given so far and believe John is very professional in his approach with our dealings"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"John has always provided advice in a timely and efficient manner."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John's financial guidance has been very satisfactory. He is also a decent man with a good manner. I enjoy our meetings."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of John's for a little over 12 years and he has always provided me with detailed and personal consultation and is very knowledgable in all areas of Finance. It is a pleasure dealing with him."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2001

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2002

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Chartered Institute for Securities and Investment (CISI) (UK)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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