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About me
John O'Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.
For over 15 years John has been directly advising his clients on all their wealth management and strategic advice needs.
As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client.
VISIS and John have won numerous national awards for Holistic Advice, Best Client Service, Multi-Service Practitioner of the Year & Boutique Firm of the Year.
With offices in Brisbane & Sydney, John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance and lending, superannuation, retirement planning, and tax / accounting.
He is a practitioner member of the Financial Planning Association, he has had the designation of Certified Financial Strategist (CFS) awarded by the Association of Independently Owned Financial Professionals, is a senior associate of FINSIA, MAICD and is an Associate Fellow of the Australian Institute of Management.
VISIS Private Wealth has been awarded the FPA Professional Practice designation and are proud to be bound by the FPA Code of Professional Practice, which brings together a comprehensive set of ethical principles, practice standards and conduct rules.
He begun his formal education began with a bachelor of commerce with double majors in banking and finance, and financial risk management followed by completing of a Masters of financial planning.
John is a personal signatory to the Banking and Finance Oath and is a Registered Financial Consultant through the International Association of Registered Financial Consultants.
When not working to achieve even more great outcomes for his clients John enjoys spending time with his wife Kelly, young daughter Sofia and when life allows, escaping for a motorcycle ride.
Authored by me:
Reviews
4.9
out of 5 starsKaren
35-45 years old"I have been a client of John's for a little over 12 years and he has always provided me with detailed and personal consultation and is very knowledgable in all areas of Finance. It is a pleasure dealing with him. "
07 Nov 2018Geoff
65+ years old"We are happy with John's service and advice"
03 Nov 2018Richie
35-45 years old"John is a trusted advisor who provides a great service."
24 Oct 2018Valerie
56-65 years old"John has been extremely helpful and always available when we have any queries . I feel confident he has our best interests at heart."
24 Oct 2018Neil
35-45 years old"John has been my financial adviser since 2010 and has both managed and provided advice on my insurance, investment, lending and tax. He is a great listener, takes pride in delivering excellent service and I would recommend him to anyone looking for comprehensive financial advice tailored to their needs. "
18 Sep 2018Georgina
Under 35 years old"John has given me advice in areas including insurance, superannuation, cash flow and budgeting, and managing debt. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. John is approachable and readily available to take my call (or promptly return it) if I have a query about a product or policy. John explains key concepts of financial planning in a way that is understandable and tailored to his audience. I would recommend John to my friends and family (and have done so). "
16 Sep 2018Videos
My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Medical Industry
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 16 Years
- Highest qualification
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Masters Financial Planning
- Industry Memberships
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5 total
- Address
- Level 8 82 Eagle Street
Brisbane, QLD, 4000 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
VISIS Private Wealth
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
VISIS PTY LTD
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Licensee owned by
VISIS Pty Ltd
My Qualifications
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Masters Financial Planning (2002)
Level of Qualification: Level 9 - Masters Degree
Institution: Griffith University
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Bachelor of Commerce (2001)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Griffith University
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
AFP
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Financial Services Institute of Australia (FINSIA)
Level of Membership:
Senior Associate
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Australian Institute of Company Directors (AICD)
Level of Membership:
Member
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Association of Independently Owned Financial Professionals (AIOFP)
Level of Membership:
Member
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Australian Institute of Management (AIM)
Level of Membership:
Member
My Fees
- Personal Advice
- starting from $1650
- Ongoing Advice
- starting from $5500
- Details
-
I charge a blend of fees dependant on the clients circumstances.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Karen
35-45 years old"I have been a client of John's for a little over 12 years and he has always provided me with detailed and personal consultation and is very knowledgable in all areas of Finance. It is a pleasure dealing with him. "
07 Nov 2018Customer opinions
Geoff
65+ years old"We are happy with John's service and advice"
03 Nov 2018Customer opinions
Richie
35-45 years old"John is a trusted advisor who provides a great service."
24 Oct 2018Customer opinions
Valerie
56-65 years old"John has been extremely helpful and always available when we have any queries . I feel confident he has our best interests at heart."
24 Oct 2018Customer opinions
Neil
35-45 years old"John has been my financial adviser since 2010 and has both managed and provided advice on my insurance, investment, lending and tax. He is a great listener, takes pride in delivering excellent service and I would recommend him to anyone looking for comprehensive financial advice tailored to their needs. "
18 Sep 2018Customer opinions
Georgina
Under 35 years old"John has given me advice in areas including insurance, superannuation, cash flow and budgeting, and managing debt. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. John is approachable and readily available to take my call (or promptly return it) if I have a query about a product or policy. John explains key concepts of financial planning in a way that is understandable and tailored to his audience. I would recommend John to my friends and family (and have done so). "
16 Sep 2018Customer opinions
chris
65+ years old"John has been providing me with his financial expertise for over 15 years since joining Visis after graduating from QUT. John has always provided me with quality service to suit all of my finaicial needs. His knowledge, expertise, reliability and superior communication skills are indeed highly rated by this client. I highly recommend John to those in need of quality finaincial advice. "
30 Aug 2018Customer opinions
Chris
35-45 years old"Hi Quality Advisor"
22 Aug 2018Customer opinions
Matthew
46-55 years old" "
22 Aug 2018Customer opinions
Dianne
65+ years old"My husband and I first went to see John about 13 years ago, we had just retired. Since then we have nothing but praise for him, he did offer some advice, I refused, this cost us a small fortune. His advice has always been positive."
18 Aug 2018Customer opinions
Tom
Under 35 years old"John's assistance from early in my professional career enabled me to thrive from a young age. "
17 Aug 2018Customer opinions
Lesley
65+ years old"Best advice ever received from John to make my retirement years more comfortable"
17 Aug 2018Customer opinions
Terry
56-65 years old"Considers client needs, knowledge base and aspirations, listens to suggestions or preferences. Actively involved in advisor/client meetings, shows personal interest."
17 Aug 2018Customer opinions
graham
65+ years old"responds to questions quickly and him or one of his team always available."
17 Aug 2018Customer opinions
Julie
46-55 years old"John has been our trusted advisor for many years. I would recommend him to anyone wishing to gain great financial advice and planning."
17 Aug 2018Customer opinions
Douglas
35-45 years old"John has been the trusted financial adviser to my wife and I for more than four years and we are extremely grateful for the path he has set us on. At every stage of our financial journey, John has taken the time to clearly explain our financial circumstances at the time, and then mapped out for us the risks, objectives and opportunities to safely navigate our portfolio through volatile times. His professionalism and skill as an industry leading adviser is clearly evidenced by the performance he manages to achieve for us year on year."
07 Sep 2016Customer opinions
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