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 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.
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.
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
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
