John O’Brien
Partner
John is passionate about running a 100% privately owned firm. Since 2003 John has been directly advising his clients on all their wealth management and strategic advice needs.
John works with all clients from Wealth accumulators through to retirees. He has developed a niche over the years of helping Medicos and those in the Legal industry.
Every one of our clients is serviced by a dedicated and highly experienced Private Wealth Adviser and has a complete range of financial services at their fingertips – Strategic Financial Advice, Investment Management and Accounting & Tax Services.
This combination of services ensures we understand and navigate the ‘big picture’ for you, quickly manage changes and obstacles, and work with you to find and capitalise on new opportunities.
Areas of Expertise
John has the proven ability to offer Clients holistic wealth management advice, with specialist knowledge in:
- Direct and platform investment management
- Superannuation and SMSF strategies
- Entities and tax planning
- Debt and Investment Management
- Life Insurance
Since 2003, John has been giving strategic financial advice, successfully delivering tailored, practical and smart solutions to clients. John’s qualifications include:
- Masters of Financial Planning
- Bachelor of Commerce, Banking Finance and Risk Management
- FELLOW of Chartered Institute for Securities & Investment
- SSA – Specialist SMSF Advisor
- MAICD – Australian Institute of Company Directors
- FAAA Practitioner Member
- FAAA Brisbane Metro Committee Member
- Partner – VISIS Private Wealth
Earlier Individual and Company Awards
- Independent Financial Advice Excellence Awards 2021 – Finalist Holistic Adviser of the Year
- FPA Awards 2019 – Best Practice Finalists
- Independent Financial Advice Excellence Awards 2018 and 2017 – Winner of Holistic Advice Firm of the Year
- Independent Financial Advice Excellence Awards 2017 – Winner of Client Service of the Year (Company)
- Independent Financial Advice Excellence Awards 2016 – Winner Multi-Service Practitioner of the Year
Away from the office, John can be found with his wife and two daughters being dragged around the shops or trying to hide in the garden! John loves to travel with his family and tinker with his motorbike when time allows.
