Brendan O'Reilly

Peak Advice

Platinum
19 Yrs Experience
Maroochydore, QLD 4558
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 95
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Peak Advice

Suite 7, Level 6, 57 The Esplanade
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.80
95 Reviews
5
4
3
2
1
4.75
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 95

Sort by

5.00

"Trust was the most important factor when searching for a financial planner. We had to be convinced that our future advice would be informative, accurate and always available. During our first meeting with Brendan O'Reilly we immediately felt comfortable and at ease. We continue to respect and rely on Brendan's professional and friendly advice. The result is peace of mind along with financial growth and stability."

  • Government Assistance
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Barbara, 65+ years, Battery Hill, QLD

"After meeting with other financial advisers, we found that Brendan's friendly manner and comprehensive statement of advice instilled confidence in us to engage his services to plan and manage our financial affairs into the long term future. He established our risk profile and provided a plan with a conservative projection of estimated return on investment. Barbara & Brian 4551"

4.75

"Brendan has given me advice in areas as we prepare for retirement. Brendan was usually able to explain things to me in a clear way, though it is difficult given the complex area full of government regulations and disclosure. Through Brendan's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Brendan's full care and attention when I needed it. I would highly recommend him."

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

"Brendan has always been available to take questions and respond incredibly effectively with a raft of explanations and assistance for us in respect to our entire financial situation and future plans. Our frequent discussions for goal setting and planning have been excellent ways for us to view our road ahead and plan, budget and respond to new situations that help us remain focused on an effective and confident future - especially as we look evermore closely at retirement. I would only hope every person had someone as knowledgeable and honest in the financial minefield to speak to, in order to assist them in attaining their financial and well-being goals"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brendan has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Brendan was usually able to explain things to me in a clear way. Through Brendan's knowledge and experience."

  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a very recent customer of Brendan's and have been very impressed with his keen customer service and genuine interest in my situation. Brendan is sincere in his approach to dealing with my total lack of expertise in financial matters. I have put my faith and future in his hands. Brian."

  • Government Assistance
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has been helping advise my family and I on the best ways to manage investments for our mum who is incapacitated in an aged care facility. His understanding and compassion for our circumstances has been greatly appreciated and we feel confident in the decisions we have made under his guidance. It is a comfort to my family and I knowing that her investment portfolio is being managed in the best possible way."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brendan O'Reilly profile photo

Brendan O'Reilly responded on June 2018

"Thank you Lenore for your kind words."

5.00

"I had meetings with several different Financial Companies and never felt comfortable with the explanation or that the direction was right for us. After meeting Brendan, it was evident he was genuinely interested in understanding us and our ambitions. His advise was more towards our goals, detailed and well explained. Best of all, he is the one contacting us with newsletters, updates, phone calls etc. Makes a nice change."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan is always helpful and ready to assist us with any enquiry. If not available, returns calls and seems to be right up to date on latest regulations. Very happy with the service."

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

"I'm confident & satisfied with the service provided over a decade now. If ever I have any concerns they are addressed immediately. Brendan's genuine, understanding and professional foresight has been a real blessing at times. The price of peace of mind should be highly regarded and that's what Brendan and his staff has provided me and my growing sons ~ as we navigate through the differing financial seas & seasons of life."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 95

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
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Fellow Certified Practising Accountant

Level
0 - Training / Exam / Other
Institution
CPA Australia (CPA)
Completed
2016

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1996

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Certified Practising Accountants Australia (CPA)

Membership type
Associate
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