Planning for your ideal future

Everyone has their own personal picture of the ideal future, we understand this and will work with you to achieve yours.

Achieve your desired lifestyle through financial security with a carefully considered financial plan*.

Our advisors will take the time to listen to you to understand your long term goals and work closely with you to develop, implement and manage an achievable plan delivering you financial well being and confidence about the future.

No matter what life stage you are at it's never too soon or too late to seek financial advice. We work with all generations, individuals, couples, business owners, families and retirees and will develop a plan to suit your personal situation, needs and goals.

We are able to deliver you the highest level of strategic advice to achieve your financial goals as a top ten member of Count, Australia's largest network of accounting based advisory firms. Our partnership with Count gives us access to the latest resources, professional development and up-to-date information allowing our advisors to respond quickly and effectively to your needs.

Our top ten ranking with Count demonstrates the high quality of service management we deliver to our clients and the excellent outcomes with regard to meeting client needs.

We are also accredited Aged Care Advisors. Should you need financial guidance around the transition from home to aged care, we are able to assist you through this and provide assurance that you are making the right decisions financially.



* O'Brien Financial Advisors ACN 096 491 879 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy

Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330