28 Reviews

Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

Gold

28 Yrs Experience

Geelong, VIC 3220

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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 have received a number of business awards including Practice of The Year Award and CEO Award.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Tax Strategies
Growing Assets

I charge an ongoing flat fee dependent on the portfolios structure

5.00 December 2023

Brendan is extremely knowledgeable as a wealth adviser and has provided my wife and I the advice that is easy to understand and Benito’s us. I can not recommend Brendan enough to develop, grow and secure your futures wealth. Get on it.

5.00 November 2023

Brendan was very easy to communicate with, we were definitely on the same page when it came to working out my finances and where I wanted to be in 10 years.

5.00 August 2023

Brendan was a wealth of knowledge. He explained everything so well and always made sure we understood him. He has set us on the right course for our retiring years ahead, only wish we had done it earlier!! Highly recommend Brendan. Very happy clients. John and Karen Carlin

5.00 November 2022

Brendan is very approachable on all levels and does his utmost best at keeping the ship upright. He works hard for his customers, and very enthusiastic with his work load.

5.00 July 2022

Brendan is always available and gives us a clear and detailed advice.

Adviser status Gold
Rating 4.92
Number of reviews 28
First year providing advice 1995
Years of experience 28
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English