22 Sep 2016

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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.

    

 

 

 

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