John O'Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.
For 20 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 Advice Association Australia (FAAA), is a FELLOW of FINSIA, maintains membership of the Australian Institute of Company Directors, is a Member of the Chartered Institute for Securities & Investment and an Accredited SMSF Association Specialist.
VISIS Private Wealth has been awarded the FAAA Professional Practice designation and are proud to be bound by the FAAA 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.
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.
I charge on a fee for service basis subject to the complexity of advice and level of assets actively advised upon.
Supportive, proactive, well informed. If he doesn’t know he’ll tell me and find out. Then follow up.
John has always been there for me whether in person, email or phone with any problems I’ve had with forms etc. he has been so good I was lucky my son had his services 18 years ago and he has continued with our family finances so much that I have recommended him to friends which they have reported the same great service.
John is very easy to talk to. This is key to formulating any plans. He has knowledge of traps and scams we might otherwise fall victim to. He puts plans together that are suited to clients needs, no dodgy get rich quick schemes, just good solid advice from highly qualified, experienced and independent financial planners.
I have been with the team at Visis since 2008, when my previous financial planner exited the industry during the GFC. John was a steady hand through a tumultuous time when I was not able to think clearly. He rebuilt my portfolio, cleared my margin loan and set me up for a complete recovery.
I cannot stress how valuable his knowledge, experience and friendship has been to me over the years.
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.
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.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2003
- Years of experience 20
- Master of Financial Planning
Visis Private WealthLevel 24, 111 Eagle St
Brisbane City, QLD 4000 One International Towers, Level 35, Barangaroo Avenue
Barangaroo, NSW 2000
- 8:30am – 4:30pm Monday – Friday
- In person
- Video call
Visis Private Wealth