Brendan O'Reilly

Peak Advice

4.80
96 Reviews
Platinum
19 Yrs Experience
Buderim, QLD 4556

Brendan aims to build lasting, meaningful relationships based on trust, integrity and superior client service. He is committed to working with individuals and families who are seeking long term financial security and a comfortable retirement. Brendan specialises in providing advice aimed at simplifying the complexities of financial management and investment markets. He also has a keen interest in assisting his clients with Estate Planning, Philanthropic Giving and Aged Care advice.

Brendan served seven years in the Royal Australian Navy, several years working in the building and construction industry before completing his Bachelor of Business degree in 1996.  Brendan has broad finance experience having worked as a Certified Practicing Accountant (CPA) for over 20 years in public practice (taxation) and various commercial accounting roles before joining the Financial Services Industry in 2002. 

Brendan moved from Brisbane and established his financial planning practice on the Sunshine Coast Branch in 2008.

Brendan holds a bachelor’s degree in accountancy, a Diploma of Financial Services; a Public Practice Certificate with CPA Australia and is a Fellow Member of CPA Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

We charge using a Fee for Service model. Commissions on investments, cash and insurance products are rebated back to the client. Flat dollar fees charged are based on the level of service or work provided.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 96
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Peak Advice

7 Foote Ave
Buderim, QLD 4556

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135