Adrian O'Brien

Adrian O'Brien - Carbon Group

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Qualifications:

  • Graduate Diploma in Financial Planning
  • Graduate Certificate in Applied Finance
  • Diploma of Finance/Mortgage Broking

Expertise:

  • Pre-retirees and retirees
  • Current and former service personnel
  • Defined benefit planning

Adrian O’Brien, GradDipFP

Financial Planner

Adrian began his career in financial services nearly four years ago, following seven years in the Army and a stint in logistics. Now an adviser, he holds a Graduate Diploma in Financial Planning, a Graduate Certificate in Applied Finance and a Diploma in Finance/Mortgage Broking. He is also currently completing a Graduate Certificate in Professional Accounting.

Adrian’s approach as a financial planner is supported by his diverse experiences, allowing him to offer tailored and practical advice to his clients. He specialises in assisting pre-retirees, retirees and current and former service personnel, helping them navigate the complexities of financial planning with ease and confidence.

He believes in the power of early retirement planning and financial education, emphasising the need for proactive planning and goal setting. His best piece of advice, “Don’t wait for something to happen to you, go out and make it happen,” encapsulates his proactive, goal-driven approach to financial planning.

Wealth tips from Adrian

  1. Start planning for retirement now. The preparation you put in today will define how much you’re able to enjoy your retirement.
  2. Financial education is the key to financial success. We as planners are here to educate our clients to help them achieve their financial goals.
  3. Plan for the future, don’t let the future plan for you. Financial freedom starts by making a plan and identifying your goals. Each goal achieved is a step closer to fulfilling your plan.

Get to know Adrian

Outside the office, Adrian is a sports enthusiast, with a keen interest in NRL, cricket and American sports. A devoted family man, he treasures his time with his wife and three children. His ideal downtime includes family outings, following his favourite sports teams and dreaming of his next overseas adventure.

Fortune favours the brave, luck favours the prepared

Adrian O'Brien

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