John O’Brien was Awarded as Multi-Service Practitioner of the Year.

John O’Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.

Since 2003 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.

John was personally awarded the national award of Multi-Service Practitioner 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, Fellow of FINSIA and MAICD.

Contact John

Every day, John supports individuals and families to manage, grow and protect their wealth. Find out how he can help you

    John’s holistic services

    We take a holistic strategic, tactical and operational approach to all wealth management strategies. Our portfolio management decisions are informed by your personal situation and financial strategies. We consider all of these before we provide advice to make changes.

    Strategic Financial Advice

    John helps you plan for life. We see ourselves as your partner in wealth management through different life stages. We pride ourselves on the relationships we build with clients, and the outcomes we achieve together. We measure our success by your success.

    Accounting & Tax Services

    VISIS Accounting & Tax Services form an essential part of our holistic, integrated approach to wealth management.

    Investment Management

    We have many years experience in managing portfolios, and can assist you to make sound decisions in all market conditions. John has navigated and managed clients through the deepest corrections the market has ever witnessed. John will build and manage an investment portfolio that is dictated by your financial goals, not products.

    John’ s approach

    Initial Consultation

    Financial Plan

    Strategic Financial Advise

    Ongoing management

    Integrated Solutions

    Refined outcomes

    From growing wealth for retirement to generating a high tax-effective income, our expert strategic financial advice is focused squarely on what you want to achieve.

    Working with you, we establish clear goals and a customised plan, underpinned by the right combination of strategies, tools and dedicated service to reach your targets

    Insights

    September 2021

    Don’t take super cover for granted, Salary packaging – worth the sacrifice, Not feeling yourself? You could be languishing
    READ OUR NEWSLETTER

    July 2021

    The new financial year rings in super changes, Bonds, inflation and your investments, Goal setting made easy with the H.A.R.D. approach
    READ OUR NEWSLETTER

    What John’s clients has to say

    “My wife and I have been clients of Johns for over 10 years now. In that time John has provided an exceptional level of quality service and has been very active in helping us protect and grow our super.

    We can highly recommend him for not just the quality of his work, but also his ethics, empathy and professionalism.”

    COL C | Innovator, Business Strategist and Commercialisation Specialist, Entrepreneur