Geelong Wealth Advisers

Shop 3, Ground Floor,23-31 Gheringhap St, Geelong, VIC, 3220

phone 03 5245 8088

Geelong Wealth Advisers is an independently owned and operated financial advice business servicing Geelong and surrounding areas, that focuses on providing quality advice tailored to meet your needs and objectives.

We are a specialist boutique financial advice business which combines our passion and strengths, with your want to succeed in life.

Our aim is to deliver a personalised solution to your goals in life and to work together to ensure you achieve these over time.

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Our team

Brendan O'Rourke
Financial Planner

Commencing in Financial Services in 1986, Brendan O’Rourke is a Financial Adviser and Director of Geelong Wealth Advisers. He holds an Advanced Diploma in Financial Services and has been an Adviser since 1995.  

Brendan advises main focus for clients is wealth creation, superannuation and retirement planning, assisting them to achieve their personal goals. 

He wakes up every day with a glass half full attitude, an eternal optimistic that can see the positive in all things. Supporting the Richmond Football Club has taught him in life to cope with more downs than ups however their recent success has given him a reason to smile.

Being a strong believer that you never achieve anything in life without putting in the time and energy, Brendan is a passionate and energetic adviser, who treats his clients with honesty and respect and works hard to enhance their lives.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services