37 Reviews

Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

Gold

31 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

An initial 15 minute free consultation is performed via a phone call to ensure that a client's goals and objectives can be enhanced with my services. If it is agreed that I can assist, a 90 minute Discovery Appointment is conducted to review and discuss a broad range of financial matters that may pertain to a clients situation. There is a fee of $330-00 for this appointment however a client will leave with a greatly enhanced knowledge of the financial landscape and how it applies to their situation. At the conclusion of this meeting, they will be provided with any costs that may apply moving forward if they require assistance in specific personal advice to document and proceed with strategies to maximise their position.

4.75 March 2026

I trust Brendan and his advice. His understanding of what is possible and allowed by law is good. I expect if the government had made this part of residents finances simpler, then we may not have needed Brendan or he may have been doing something else for us. We are very pleased to have him involved in our finances.

5.00 February 2026

Brendan has assisted me in my transition into retirement, he has ensured that my needs are met and assists me to take advantage in optimising any tax benefits. He is fully transparent and always forwards appropriate documentation prior to any meeting in order for me to review and be able to get clarification should I have questions during our meeting He has made it clear that he is available for assistance should I require it and would always respond within 24 hours with any request. My needs are not complex however, I do feel I get Brendan's full and support and standard of professionalism

5.00 February 2026

I have had previous dealing with Brendan and sought him out when I needed assistance and advice with my multiple superannuation accounts. Brendan explained the process and gave me options that satisfied my needs.

5.00 May 2025

After managing my own finances for many years and selling off a number of assets as well as being made redundant at age 51, I went to Brendan to find out (a) if I needed to return to work and (b) how to make my money work and grow till I could access my super. Brendan discussed what I needed and wanted as well as the risks I was willing to take and then designed an easily understandable financial plan including a summary page so I could easily implement the actions. Thanks to Brendan I never need to return to work and can travel the world enjoying the fruits of my labour without having to worry about financial matters.

5.00 March 2024

We feel confident that Brendan has provided us with the best scenario to meet our needs. We feel confident in his knowledge and his understanding of our current situation.

Adviser status Gold
Rating 4.92
Number of reviews 37
First year providing advice 1995
Years of experience 31
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English