John O’Brien

John-O'Brien
B Comm, Masters FP
Adviser since: 2003

John approaches advice through partnership, believing long-term outcomes depend on understanding the full picture rather than isolated decisions. His work reflects a strong commitment to private ownership, ethical frameworks, and ensuring clients feel supported by a coordinated team rather than a single adviser relationship.

More about John O’Brien

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.

Investment Style

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 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.

Personal Life

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 on his electric (mini) chopper!

Specialties and Areas of Expertise

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
  • Tax / accounting

Professional Standards You Can Trust

Qualifications & Memberships

  • Bachelor of Commerce, double majors in banking and finance, and financial risk management
  • Masters of Financial Planning
  • Practitioner member of the Financial Planning Association,
  • Fellow of FINSIA and MAICD

John is a personal signatory to the Banking and Finance Oath.

Industry Recognition & Awards

  • Multi-Service Practitioner of the Year (national award)

In recent years, VISIS Private Wealth has taken out several national awards for:

  • Holistic Advice
  • Best Client Service
  • Boutique Firm of the Year
  • FPA Professional Practice of the Year (finalist)

Testimonials

“John has always been there for me whether in person, email or phone with any problems I’ve had with forms etc. he has been so good I was lucky my son had his services 18 years ago and he has continued with our family finances so much that I have recommended him to friends which they have reported the same great service.”~ Lesley, 65+ years

“I have full confidence in John’s commitment to my future financial security. The superannuation strategies we have employed over the years mean that I can face retirement without stressing about finances. That is worth a lot to me. John takes a personal interest in his clients and he has gone out of his way to share information on areas of interest to me that are relevant to my retirement. He and his team respond promptly to any questions I may have and are a please to work with. I recommend John highly to anyone seeking financial advice and superannuation management.” ~ Sylvia, 65+ years

“John has given me advice in areas including loan products, self managed super funds and managing debt. John was usually able to explain things to me in a clear way. Through John’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received John’s full care and attention when I needed it.” ~ Colin, 35 – 45 years

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