22 Sep 2016

These days John O’Brien focuses on advising those in the legal industry on all their wealth management and strategic advice needs.

John is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm since inception.

As a Partner at VISIS John feels that being a privately owned firm is essential to ensure that all advice is unbiased and tailored specifically to the individual needs of each client.

His formal education began with a bachelor of commerce with double majors in banking and finance, and financial risk management followed by the completion of a Masters of financial planning. He is currently embarking on his MBA journey which he hopes will further add to his leadership capabilities.

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, maintains membership of the Australian Institute of company directors and is an Associate Fellow of the Australian Institute of Management

John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, business and personal insurance, finance and lending, superannuation and business services, and tax / accounting.

 

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