James O'Reilly

North East Wealth

Platinum
23 Yrs Experience
Chadstone, VIC 3148
I’m the director at Northeast, a fast-growing financial advice firm that’s helping create a new era in advice. I’m passionate about financial advice because throughout my life I’ve kept seeing how big a difference it can make. With both my parents being financial advisers, I became interested in all-things-finance from a very early age and I’ve never lost this passion. I believe that everyone deserves an opportunity to get the most from their lives and your wealth will play an essential part in you achieving this. The challenge is that most people prioritise spending time with family, friends, or enjoying their favourite pastimes rather than honing financial skills. This results in many people facing variations of the same challenges: - Earning good income without a plan to put this wealth to its best use - Having big ambitions without the roadmap needed to achieve these outcomes - Wanting to get a better balance in life and eliminate any concerns about money Financial advice is designed to help motivated people achieve their own goals and outcomes. Partnering with a financial adviser should encourage clarity around all financial decisions, inspiring people to get the most from their own lives. We're passionate about providing advice which is personalised, shows leadership and delivers outcomes based on the goals and outcomes that people want to achieve. If you also believe that getting the most from your money is going to help you get the most from your life, please get in touch. I’d love to learn more about you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Northeast we believe in 'total transparency'. We operate on a fee-only basis. We do not take commissions, kickbacks or referral fees, ever. Fees are based on the complexity of your financial situation and our advice - not on how much money you have. We'd welcome any questions you might have relating to our approach to pricing.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

North East Wealth

UL40, Level 2, Chadstone Shopping Centre, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 8:00am – 5:00pm Monday – Friday
  • 8:00pm – 1:00pm Saturday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
19 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"James is a very knowledgeable, patient and we'll well educated adviser. From our first conversation I felt that I was in very capable hands. The advice provided, was detailed specific and well thought out. James took time to clearly outlined the advice and the risk benefits involved. I would highly recommend Northwest Wealth for your financial management help."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Engaging James as our financial adviser was the best decision we made to bring clarity and structure to our financial ecosystem. We really appreciated the time that James took to know us as people, then curated a plan for financial success in a way that aligned with all our personal and joint couple goals. Always ready and patient to answer all our questions, we know that James and his team have our best interests at heart and we wholeheartedly would recommend his services."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"While securing our financial future was the main objective in engaging James' services, it is extremely encouraging to deal with someone who is looking at the whole picture, not just the money i.e lifestyle choices, health, broader expectations heading into retirement. I have no hesitation at all recommending James and Julia to work in your best interests."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James is professional, caring, and has designed a straightforward plan which will help us achieve your goals. He's helped us save so much time and worry about our finances and is able to explain important concepts to us in a simple and quick fashion. Really glad to have James on our team"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James & the team at Northeast Wealth are Professional & Honest. The advise & planning we received assisted my wife and I to achieve our goal in purchasing a new house. Looking forward in setting new financial goals!"

  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James, Mon and the whole team are fantastic. They take a strengths and goals based approach and everything is so individually tailored with great follow up. Thanks so much."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are happy at this point with the service from the team Once all the strategies are in place we look forward to great success for the future, Ian 3930"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It's not often you come across a professional in the Financial Services industry that you trust and feel has your best interests at heart. James' professionalism and true care for us as not just clients, but as people on a journey in life is the clear stand out and why we continue to recommend him to our family, friends and network."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I thoroughly enjoy working with James. He is genuine and passionate in how he engages with me yet structured and disciplined in helping me to identify pathways that will deliver outcomes that address my key financial and life goals. He generates the competence and capability that allows me have full confidence in the range of services and advice he provides to me. It is a pleasure to be a part of his business."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being a Financial Adviser myself servicing the Advice Industry I have the pleasure of seeing many advisers across the industry and James is one that I hold in the highest regard. I feel he has mastered his craft and provides and excellent service. James has a unique ability to desifer complex topics and explain them very simply."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2009

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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