Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

4.80
17 Reviews
Gold
27 Yrs Experience
Belmont, VIC 3216
I advise clients to excel in everything they do and inspire them to achieve their dreams. I have over 30 years experience in the Financial Services Industry, holding an Advanced Diploma in Financial Planning and was awarded Practice of The Year Award 2015 and CEO Award 2017 & 2019 whilst with Elders Financial Planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • 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 an ongoing flat fee dependent on the portfolios structure

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 17
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • Diploma of Financial Planning (DFP 1-4)
    • SMSF Special Advisor
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Geelong Wealth Advisers Pty Ltd

Level 2, 79 High St
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.80
17 Reviews
5
4
3
2
1
4.80
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Brendan has provided us with advice on pre retirement superannuation strategies as well as post retirement investments. He has always been available to talk to and never hesitates to arrange a meeting If necessary. Brendan takes the time to explain why he thinks we should invest in a particular fund. His advice makes us feel confident that our investments will meet our needs into the future."

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

"My wife and I went to Brendan to organise our affairs for eventual retirement. Brendan examined our finances and said that we could retire immediately, which my wife did. I gave my work notice. We have found Brendan to have a genuine desire to achieve the best outcomes possible for his clients and we wouldn't hesitate to recommend him."

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

"Brendan has been our financial adviser for many years now. We decided to employ him to manage our super on retirement. He has never let us down and has become a trusted friend over the years. We have recommended him to a few of our friends and family over that time. We believe he always has our best interests and has given us the best of his knowledge during the time we have known him."

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

"Brendan has always been able to give solid up to date and reliable information. He worked tirelessly in getting the best outcome for me in my investments and accessing my super etc. One of the best in the business and i have recommended Brendan to friends of mine."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brendan has given me advice on retirement and super funds together with Shares and managed funds. I have known Brendan in excess of 25 years and have confidence in the advice that he provides from time to time. He is caring and attentive giving advice when required."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brendan listened to what we were wanting and tailored a plan for us to achieve the goals that we are wanting. Brendan also was able to direct us to other associates that have assisted us in pursuing these goals. He was honest and straightforward with his explanations of what was capable. He also restructured our superannuation to accommodate our current situations with greater benefits to us."

  • Superannuation
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has been my adviser for a number of years. He has always provided clear & sensible advice given my circumstances. He always makes himself available to respond to any query I have had and I can rely on him to assist me as needed."

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

"Brendan has always been available for consultation and always gives good advice. He has given us strategies to manage our savings in the best possible way."

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

"all my investment and advice needs were attended to in a confident and personable manner which gave me confidence in his advice"

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy with all the advice Brendan has given us. This includes lowering our fees, attaining our superannuation goals and pension advice. Brendan is very easy to talk to and to understand. If unavailable he always responds to phone enquires in a very timely manner."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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