Mark O'Brien

Principal

Mark O'Brien

"The role we play is to help families coordinate an approach to ensure that the various aspects of their finances are managed within a strong framework."

Mark is passionate about understanding people's values and needs and developing strategic plans that lead to the fulfillment of those values and needs. Mark has a keen interest in family groups and the growth and preservation of family capital. As a family advisor Mark aims to give you confidence about the future.

Mark also enjoys working closely with business owners. As a business advisor Mark will work with you to ensure you spend more time working on your business rather than in it. He will provide advice to assist with the challenges of operating a business and provide support in achieving outcomes.

Mark is a Certified Practising Accountant, registered tax agent, authorised representative of Count Financial Ltd. and principal at O'Brien's. Sailing, fitness and classic cars are among Mark's hobbies.

Contact Mark
Phone: 03 8850 3333
Email: mark@obbc.com.au
LinkedIn
Adviser Ratings


Areas of Expertise

  • Accumulation and Preservation of Capital
  • Capital Transition Plans for Family Groups
  • Estate Planning
  • Business Advisory and Analysis
  • Business Succession Plans
  • Business Structuring and Asset Protection
  • Financial Advice
  • Development and Implementation of Corporate Strategic Plans
  • Taxation and Business Compliance

A few more team members

Suzanne Jreij

Suzanne Jreij

Financial Planning Support Specialist

Suzanne Jreij
Fiona Phoon

Fiona Phoon

Senior Accountant

Fiona Phoon
Jodi Fulton

Jodi Fulton

Internal Bookkeeper

Jodi Fulton
Anna Di Sebastiano

Anna Di Sebastiano

Administration Assistant

Anna Di Sebastiano
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