34 Reviews

Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

Gold

30 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 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.

4.50 March 2024

We are very happy and confident with Brendan’s knowledge and advice. Because of previous bad experiences with financial advice we now feel we can move forward with the advice Brendan has given us.

5.00 January 2024

We are thrilled with Brendan's expertise! His guidance is invaluable and we feel more confident that we are on the right path towards our long term goals.

Adviser status Gold
Rating 4.92
Number of reviews 34
First year providing advice 1995
Years of experience 30
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English