Mark O’Brien

Principal

About Mark

“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 fulfilment 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, an authorised representative of Count Financial Ltd. and principal at O’Brien’s. Sailing, fitness and classic cars are among Mark’s hobbies.

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