Looking for financial planners in Ivanhoe, Melbourne?

Look no further than O’Brien Accountants & Advisors. Our team based in Ivanhoe, Victoria loves serving and providing financial security to our local community. We are an accounting, consulting, SMSF and financial planning firm with a passion for helping people reach their goals.

Financial Advisors in Ivanhoe, Melbourne – Your Financial Security

Whether your focus is on running a business, looking after your family or thinking about your retirement, tell us what your dreams are and we will tell you how you can make them a reality, that is how we work at O’Brien’s Ivanhoe. We make sure we focus on the whole picture, not just the financial side of your life. That way you get to build the lifestyle you want and spend time with the people you love. It is not just about the money.

Why choose Financial planners in Ivanhoe, Melbourne?

The opportunities for businesses in Melbourne – and right across Australia – are very exciting. But there are a lot of complex accounting, tax and regulatory “hoops” to jump through. O’Brien Accountants & Advisors makes it easy. We start by listening to you, to ensure we are on the same page. Once we have got that shared understanding, we help you take the right steps towards your dream future.

Financial planners in North Eastern Suburbs Melbourne – Contact Details

Suite 2, 50 Upper Heidelberg Rd
Ivanhoe VIC 3079

PO Box 500
Ivanhoe VIC 3079

03 8850 3333


Financial Planners in Ivanhoe – Location

O’Brien Financial Advisors is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.