O’Brien Business Consultants, Ivanhoe, Victoria, Australia

About Us

Our Vision 
Our Mission 
Our Services
We offer a FREE Initial No Obligation Consultation!

Our Vision

Achieve excellence through superior knowledge, hard work and innovation while creating an enjoyable working environment and balanced lifestyle.

Our Mission

Our Mission is to:

• Build a strong relationship with our clients. Know their personal and business aspirations and help them achieve these.
• Assist our clients in:
  • The development and implementation of business reforms to create efficiencies and increase profitability.
  • All aspects of financial and management reporting, taxation, financial planning and continuous improvement strategies.
• Ensure that highly professional and skilled staff provide a quality service that represents value for our clients.
• To attract, retain and motivate staff utilising market based remuneration and innovative incentive schemes.
• To recognise and reward staff who achieve their goals and contribute to the firm values.
• Offer services aimed to assist our clients build and protect wealth in personal and business assets, for the purpose of providing financial security for their family both now and into the future.

With tax and regulation rules constantly changing you deserve peace of mind. To this end, O’Brien Business Consultants are committed to actively attending professional education programs to keep abreast of all the changes in the Australian Taxation System. We strive to improve our knowledge and expertise to ensure we excel in, and provide, the very best accounting, taxation and financial services (The financial services are provided for in association with Count Financial and through our financial planning arm, OBM Investment Services Pty Ltd, ABN 21 054 908 836).

Self managed superannuation

Self managed superannuation is a significant part of our practice. We see it as part of a sound wealth creation strategy and a natural fit with business and personal asset growth. Superannuation is concessionally taxed and is an ideal vehicle in which to accumulate wealth for retirement purposes. We provide a complete superannuation service for you or your business, including providing compliance and consulting services, to superannuation funds, accountants and financial planners. We conduct seminars and provide training services for employers and fund trustees. We advise on proposed investments, benefit payments and contribution strategies, and arrange life and disablement cover.

If you would like additional information on how we can assist you to create wealth through superannuation, contact us for a no-obligation discussion.

A team that has grown from humble beginnings…
O’Brien Business Consultants was established in 1978 by Desmond O’Brien. Over the years we have grown into a successful practice and now comprise twelve professional accountants and four support staff. We specialise in providing assistance to a diverse range of business and private clients.

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Our Team

Mark O'Brien B Ec CPA

Professional Background Mark started working as an accountant in 1992. He then commenced work with Lipins Price Pty Ltd, a medium sized Business Services Advisory firm, in 1994, and then joined his father’s practice, O’Brien’s Business Consultants, in June 1998. He acquired the practice from his father  in July 1999, and continued to develop the business in providing traditional accounting and taxation advice. As the business grew and clients’ needs became more complex, Mark recognised the need to provide a total financial service, and in 2001 he became an Authorised Representative of Count Financial, Australia's largest independently owned network of financial planning accountants and advisers. Mark now provides a breath of financial and taxation services to individuals, businesses, family trusts and self-managed super funds. Mark specialises in Business structures and business tax strategies Wealth building and tax minimisation strategies; and Self-managed superannuation funds, accounting and investment advice. Mark believes that the greatest asset for anyone working in a professional advisory firm is the ability to listen and to know their clients’ business, and then to be able to provide tailored advice in full knowledge and understanding of the client’s aspirations. Mark is a Certified Practising Accountant (CPA) and a registered Tax Agent. Mark's interests and hobbies include family activities and keeping fit by participating in a range of sports. Industry Expertise Throughout his career Mark has gained experience providing services to clients within consulting firms, travel agencies, property development and property transactions. Areas of Expertise Taxation compliance. Goods and services tax and property transactions. Small business capital gains tax concessions. Travel industry. Consulting. Professional Qualifications Bachelor of Economics (Accounting Major) (LaTrobe University). Member of the Australian Society of Certified Practising Accountants. Authorised Representative of Count Financial Ltd.

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Leon Moran B. Comm LLB MHA CPA (FPS)  Professional Background Leon has followed investment markets for over 35 years both as an active investor and an observer of market cycles. He has university degrees in commerce, law and management and over 30 years’ experience in providing financial, accounting and budgeting advice to the public and private sector. After a successful career as a senior public servant and General Manager of a large public hospital, Leon joined O’Brien Business Consultants in 2002 to develop the financial planning practice – OBM Investment Services. Financial planning has always been his passion  and he enjoys using his skills and experience to help clients achieve their financial goals at all stages of their life cycle. In 2003, Leon became an Authorised Representative of Count Financial, Australia's largest independently owned network of financial planning accountants and advisers. He believes strongly that great value can be gained for clients by using the structured planning process developed and supported by Count Financial. Leon’s clients also agree as OBM Investment Services has steadily grown its practice in recent years. Leon’s particular  interests are in business succession planning, tax planning, investment strategies and superannuation. Industry Expertise Leon has industry qualifications and experience in accounting, management and financial planning. At O’Brien Business Consultants, Leon is the lead partner responsible for financial planning, and he provides expertise in financial planning, accounting and budgeting to both the private and public sector. Areas of Expertise Financial planning. Superannuation and retirement advice. Estate planning guidance. Wealth protection. Business Succession Planning Professional Qualifications Bachelor of Commerce (Melbourne University). Bachelor of Laws (Monash University). Master of Health Administration (RMIT). Member of the Australian Society of Certified Practising Accountants. Authorised Representative of Count Wealth Accountants. Specialist in Financial Planning (CPA Australia).

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Christopher Mullins B Comm. CPA  Professional Background Chris has been a partner in the practice since 2002. Prior to joining O’Brien’s in 1999, Chris worked in a variety of corporate accounting and financial roles, and had been the Financial Controller for the Australian Mines and Metals Association, the peak employer body for the mining  and resource sector in Australia. Chris has over 15 years’ experience in public practice providing quality services to clients on taxation, accounting and general business management. Chris has assisted a number of clients in implementing computerized accounting systems, and in developing procedures for maintaining accurate and timely financial reports for business owners to make informed and reliable business decisions. As part of the practice’s continued commitment to professional development, Chris undertakes regular technical training to ensure clients are kept fully informed of changes in taxation law and the impact on their businesses. Chris is a Certified Practising Accountant (CPA) and a Registered Tax Agent. Chris enjoys family activities and a variety of sports. Industry Expertise Throughout his career Chris has gained experience providing services to clients within manufacturing, retail, professional services and construction industries. Areas of Expertise Implementation of accounting systems for small to medium enterprises Chris has assisted clients with a number of business acquisition and business sale transactions. Employment taxes including Fringe Benefits Tax and Payroll Tax. Professional Qualifications Bachelor of Commerce (LaTrobe University). Member of the Australian Society of Certified Practising Accountants.

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Philip Ruth B.Bus FCA SSA     Professional Background Phil joined O’Brien Business Consultants in late 2004. Prior to joining the practice, Phil was employed with SMA Consultants Pty Ltd, an actuarial firm. Phil has also worked with KPMG and ANZ Funds Management, as well as smaller boutique accounting practices. Phil's passion is superannuation and, in particular, self-managed superannuation funds. He has over 14 years’ experience providing compliance and consulting services to employer and self-managed superannuation funds, including the preparation of financial reports, statutory returns, member reports and audits. He has provided advice and technical papers to accountants, financial planners and trustees of superannuation funds with regard to legislative obligations, contribution and benefit strategies, implications of proposed investments, and the prevention and rectification of compliance breaches. Phil is an Accredited specialist member of the Self-Managed Superannuation Professionals Association of Australia (SPAA) and undertakes regular professional development in superannuation matters. He regularly presents internal superannuation training within the firm, and has a strong interest in best practice reporting. Phil is a chartered accountant and a registered company auditor. Industry Expertise Throughout his career Phil has gained experience providing services to clients regarding superannuation and self-managed superannuation funds. Areas of Expertise Self Managed Superannuation funds. Taxation compliance for superannuation funds. Professional Qualifications Bachelor of Business (Accounting Major) (Swinburne University). Fellow of the Institute of Chartered Accountants in Australia. Accredited SMSF Specialist Advisor™ (SSA) member of the Self-Managed Superannuation Professionals Association of Australia (SPAA). Registered Company Auditor.

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Nellie Fung B.Comm CFP

Nellie is an Authorised Representative of Count and an employee of OBM Investment Services Pty Ltd. Nellie has over 12 years experience in the provision of accounting, investment and wealth protection advice in Singapore since 1994 and over 3 years experience in financial planning services in Melbourne since 2006. Nellie was a Certified Public Accountant (CPA) in Singapore from 1997 to 2003. Nellie attained the CERTIFIED FINANCIAL PLANNERTM qualification in Singapore in 2003. She has also successfully completed the Australian cross border examinations in May 2008 and is now a CERTIFIED FINANCIAL PLANNERTM practitioner member of the Financial Planning Association of Australia Limited since 16 December 2008.

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All team members at O’Brien Accountants & Advisors

We offer a FREE Initial, no obligation consultation!
Contact us today for a no obligation, cost free initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Find out how our services can help you.

*This free consultation does not include tax and accounting services.

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