Matt
O’Brien

I’m a financial adviser with over seven years of industry experience, helping clients make confident, well‑informed decisions throughout every stage of life. I take a practical, holistic approach, bringing structure and clarity to everyday areas like investing, cash flow, superannuation and taxation, so advice actually fits real life, not just a spreadsheet.

Alongside everyday, long‑term financial planning, I also have first‑hand experience in more nuanced areas such as protecting vulnerable individuals, navigating Centrelink, supporting clients through family law matters, and working with charitable foundations, including Private Ancillary Funds.

At the core of my approach is building genuine, long‑term relationships and understanding what truly matters to each client. If you’d like to take the first step in your financial journey, I’d be happy to help.

Qualifications and Memberships

• Master of Financial Planning
• Graduate Certificate in Financial Planning
• Member of Financial Advice Association Australia

Service areas