John O'Brien

John O'Brien Email and Phone Number

Partner @ VISIS Private Wealth | Financial Advisory Expert @ VISIS Private Wealth
John O'Brien's Location
Greater Brisbane Area, Australia, Australia
John O'Brien's Contact Details

John O'Brien personal email

n/a
About John O'Brien

As a Partner at VISIS Private Wealth, I have been providing strategic financial advice for over 20 years. I have a Master of Financial Planning, Fellow membership of FINSIA, accredited SMSF Specialist Adviser and Practitioner Member of the FAAA, demonstrating my commitment to professional standards and ethical practice.I specialise in advising professionals, pre-retirees, high net-worth individuals and families from all industries, leveraging my deep industry knowledge and personalised approach to offer solutions that work for them and make a difference. I have also published articles and contributed to news outlets on topics related to financial planning, investment, and wealth management. I am proud to be part of a 100% privately owned practice that is genuinely and solely driven by client needs, offering market-leading services with personal attention and support.VISIS Private Wealth is a Proud FAAA Accredited Professional Practice.

John O'Brien's Current Company Details
VISIS Private Wealth

Visis Private Wealth

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Partner @ VISIS Private Wealth | Financial Advisory Expert
John O'Brien Work Experience Details
  • Visis Private Wealth
    Partner
    Visis Private Wealth 2003 - Present
    Brisbane City, Queensland, Au
    John helps executives and business owners to effectively manage, grow and protect their wealth every day. John has a vast amount of experience advising professionals in the Legal, Medical and Engineering industries and is proud supporter of organisations within those industries. John is able to effectively combine his deep industry knowledge with a personalised approach to offer solutions to his Clients that work for them and make a difference.
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John O'Brien Skills

Wealth Management Financial Advisory Wealth Investments Superannuation Financial Planning Estate Planning Finance Insurance Income Protection Wealth Management Services Investment Strategies Portfolio Management Investment Management Strategy Financial Planners Wealth Accumulation Smsf Retirement Planning Strategic Financial Planning Financial Services Investment Advisory Asset Allocation Retirement Mortgage Lending Equities Key Person Insurance Asset Management Pensions Life Insurance Asset Managment Securities Critical Illness Etfs Disability Insurance Tax High Net Worth Individuals Trusts Personal Financial Planning Funding Small Business Alternative Investments Debt Management Personal Finance Mutual Funds Savings Fixed Annuities Financial Advice Mortgage

John O'Brien Education Details

  • Griffith University
    Griffith University
    Financial Planning
  • Griffith University
    Griffith University
    Finance And Risk Management
  • Gregory Terrace
    Gregory Terrace
    High School/Secondary Diplomas And Certificates

Frequently Asked Questions about John O'Brien

What company does John O'Brien work for?

John O'Brien works for Visis Private Wealth

What is John O'Brien's role at the current company?

John O'Brien's current role is Partner @ VISIS Private Wealth | Financial Advisory Expert.

What is John O'Brien's email address?

John O'Brien's email address is jo****@****.com.au

What is John O'Brien's direct phone number?

John O'Brien's direct phone number is +614112*****

What schools did John O'Brien attend?

John O'Brien attended Griffith University, Griffith University, Gregory Terrace.

What are some of John O'Brien's interests?

John O'Brien has interest in Social Services, Motorcycle Riding, Health.

What skills is John O'Brien known for?

John O'Brien has skills like Wealth Management, Financial Advisory, Wealth, Investments, Superannuation, Financial Planning, Estate Planning, Finance, Insurance, Income Protection, Wealth Management Services, Investment Strategies.

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