Brendan O'Reilly

Peak Advice

Platinum

21 Yrs Experience

Buderim, QLD 4556

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Brendan aims to build lasting, meaningful relationships based on trust, integrity and superior client service. He is committed to working with individuals and families who are seeking long term financial security and a comfortable retirement. Brendan specialises in providing advice aimed at simplifying the complexities of financial management and investment markets. He also has a keen interest in assisting his clients with Estate Planning, Philanthropic Giving and Aged Care advice.

Brendan served seven years in the Royal Australian Navy, several years working in the building and construction industry before completing his Bachelor of Business degree in 1996. Brendan has broad finance experience having worked as a Certified Practicing Accountant (CPA) for over 20 years in public practice (taxation) and various commercial accounting roles before joining the Financial Services Industry in 2002.

Brendan moved from Brisbane and established his financial planning practice on the Sunshine Coast Branch in 2008.

Brendan holds a bachelor’s degree in accountancy, a Diploma of Financial Services; a Public Practice Certificate with CPA Australia and is a Fellow Member of CPA Australia.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

We charge using a Fee for Service model. Commissions on investments, cash and insurance products are rebated back to the client. Flat dollar fees charged are based on the level of service or work provided.

5.00 August 2024

I never thought I'd be so enthusiastic about financial planning, but working with Brendan completely changed my perspective. What really impressed me was his approachability. Financial jargon can be intimidating, but Brendan has a knack for breaking things down in a way that makes sense without ever being condescending. He didn’t just give me a cookie-cutter plan; he customized everything based on my unique circumstances and goals. Another standout feature of working with Brendan was the consistent follow-up and support. He didn’t just set up a plan and disappear—he checked in regularly, making adjustments as needed and keeping me informed about new opportunities. This level of attention made me feel like a priority, not just another client. If you're on the fence about working with a financial adviser, I can't recommend Brendan enough. He made a process that once seemed daunting into something I actually look forward to. Thanks to his guidance, I now have a solid financial plan and the peace of mind that comes with it.

5.00 August 2024

I had the pleasure of working with Brendan and I couldn't be more satisfied with the experience. From the beginning, he took the time to understand my financial goals and tailor a plan that suited my needs. Brendan is incredibly knowledgeable about the market and investment options, and he explained everything in a way that was easy to understand. He made sure I felt comfortable with every decision and provided clear, actionable advice. What stood out to me the most was his professionalism and dedication to his clients. He always made himself available to answer any questions I had, no matter how small. I also appreciated his honesty and transparency throughout the process. Thanks to Brendan I feel confident about my financial future. I highly recommend him to anyone looking for a trustworthy and effective financial adviser.

5.00 July 2024

Very thankful that Brendan is handling our retirement future. Efficient, prompt and knowledgeable. Provides us with the latest up to date information. Very happy with the performance of our investments.

5.00 June 2024

Ian initially found Brendan through the Heritage Bank when Brendan was working as an adviser to them, 20 years ago. Brendan made us feel completely at ease with his financial advice. Ian took Brendan's advice and when I lost my Ian with Parkinson's Disease at the beginning of 2017, both Brendan and Ian had set me up with a comfortable retirement. Time marches on, no matter what we want or what we may have planned. I now have a partner. David's investments were going nowhere, so I introduced him to Brendan. David relies on Brendan more than Brendan realises. David's and my trust runs very deep for Brendan. It is never too much trouble for Brendan to explain the same thing repeatedly until it is clear in our minds. He is not talking us into anything, but Brendan is making the situation clear in our minds. Thank you Brendan for being one of the good guys.

5.00 October 2023

This was my first time visiting a financial adviser so I was a little unsure. I found Brendan to be a very friendly, pleasant, gentleman with a wealth of knowledge. My appointment covered discussions on downsizing, tax, superannuation. Brendan answered my queries and provided me with peace of mind.