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 almost 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 Planning Association, is a FELLOW of FINSIA, maintains membership of the Australian Institute of Company Directors, is an Associate of the Chartered Institute for Securities & Investment and an Accredited SMSF Association Specialist.

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.

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 on a fee for service basis subject to the complexity of advice and level of assets actively advised upon.

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

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Visis Private Wealth

AFSL 394583