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Alex O'Brien

Alex O'Brien

Senior Financial Adviser, Wealth

Alex is an experienced Senior Financial Adviser with extensive knowledge across the financial spectrum. He specialises in superannuation (including SMSFs and Defined Benefits), strategies to build wealth tax-effectively, retirement planning, insurance and redundancy advice.

Alex is looking forward to working closely with individuals and families to understand their situation and providing them with innovative, tailored strategies designed to achieve their goals. Alex particularly enjoys supporting his clients through dynamic  markets and with major life decisions.

Alex is passionate about being an adviser as he gets to make a significant and positive impact on his clients’ lives, from creating better financial outcomes, helping achieve  goals and training clients to make good decisions. He prides himself on creating long term, meaningful relationships and relishes the opportunity to be a coach, problem solver and technical expert for his clients. 

Alex is a CFP® Certified Financial Planner, holds a Bachelor of Applied Finance, a Bachelor of Economics and a Graduate Diploma in Financial Planning.