33 Reviews

Brendan O'Rourke

Geelong Wealth Advisers Pty Ltd

Gold

29 Yrs Experience

Geelong, VIC 3220

About Brendan
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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 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.

5.00 January 2024

Brendan has been our adviser for several years now and we would highly recommend him to friends and family. His advise always demonstrates how well he has listened and understands us, and we have greatly benefited from his expertise. It’s always an enjoyable experience to meet with Brendan and we look forward to achieving our goals for the future that he has helped us to create.

Adviser status Gold
Rating 4.92
Number of reviews 33
First year providing advice 1995
Years of experience 29
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English