John O’Brien was Awarded
as Multi-Service Practitioner of the Year and named a finalist for the holistic adviser for the year, 2021 award

John O’Brien

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

    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 Advice

    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

    June 2022

    Insights June 2022 Content A super end to the financial yearHow to manage rising interest ragesEasy ways to boost your credit score
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    May 2022

    May 2022

    Insights May 2022 Content The road ahead for sharesAvoid the rush, Get ready for June 30New financial year, new perspective
    READ OUR NEWSLETTER
    April 2022

    April 2022

    Insights April 2022 April 2022 Content Budgeting for success in 4 easy stepsScams to beware (and be aware) ofSharing super a win-win for couples Welcome to an early Federal Budget …
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    March 2022

    March 2022

    Insights March 2022 March 2022 Content Avoid the rush: Get ready for June 30How to calm those market jittersYour key priorities when winding down your mortgage It’s March already which …
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    February 2022

    February 2022

    Insights February 2022 February 2022 Content Tree change or sea change on the horizon?Taking cover in changing timesEasing into retirement It’s February and what a summer it’s been with success …
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    Insights - January 2022

    January 2022

    Insights January 2022 Insights – December 2021 Content 2021 Year in ReviewMarket movements & review video – January 2022Stepping stones to reach your goals It’s January and the start of …
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    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