Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

Gold
27 Yrs Experience
Geelong, VIC 3220

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
  • Shares & Investments
  • Property Investment
  • Tax Strategies
  • Growing Assets

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 4.90
  • Number of reviews 17
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • SMSF Special Advisor
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Geelong Wealth Advisers Pty Ltd

Ground 3, 23-31 Gheringhap St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523