John O'Brien
Financial Adviser
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About
John O'Brien is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from Griffith University (2001) and a Masters of Financial Planning from Griffith University (2002), John possesses a strong educational foundation. He further enhances his expertise through active memberships in esteemed organizations such as the Australian Institute of Company Directors, CISI, Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA), and the SMSF Association. John is authorized to provide advice on a broad spectrum of financial products, ensuring that clients receive well-rounded guidance to suit their unique circumstances. This includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning services. He is also qualified to advise on Investment Life Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance planning • Wealth management • Retirement planning • Investment advice Ready to take control of your financial future? Contact John O'Brien today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does John O'Brien offer?
John O'Brien provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does John O'Brien have?
John O'Brien holds a Bachelor of Commerce and a Masters of Financial Planning from Griffith University. He is also a member of the Australian Institute of Company Directors, CISI, Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA), and the SMSF Association.
What is the process for becoming a client of John O'Brien?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, John will develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will ensure the plan remains aligned with your evolving needs.
What can I expect from working with John O'Brien?
You can expect personalized, professional, and transparent financial advice. John is committed to building long-term relationships with his clients based on trust and mutual understanding. He will work closely with you to help you make informed decisions about your financial future.
Does John O'Brien specialize in any particular area of financial planning?
While John provides comprehensive financial advice, he has extensive experience in superannuation, retirement planning, and wealth management strategies. His memberships with industry bodies like the SMSF Association reflect his knowledge in these areas.
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