About Alan O'Reilly

I am a licensed financial adviser based in Melbourne, helping Australians make smarter decisions with their money. I have over 6 years of experience in financial planning and I am accredited in both Australia and Ireland.

I started Financial Planning with Alan because I believe financial advice should be clear, personal, and free of jargon. Too many people put off getting advice because the industry makes it feel complicated or inaccessible. My goal is to change that — to give you a straightforward plan you can actually understand and follow.

I work with clients across Australia, though my focus is on people who are building wealth, optimising their super, or planning for retirement. Whether you are a high-income earner navigating Division 293, approaching preservation age, or running an SMSF, I provide advice that is specific to your situation and grounded in current legislation.

I do not believe in one-size-fits-all advice. Every client has a different income, a different family situation, different goals, and a different attitude to risk. The advice I give reflects that.

My process starts with listening. Before I recommend anything, I want to understand what matters to you — not just your numbers, but your priorities. From there, I build a strategy that fits your life, not a template that fits a product.

I am also transparent about how I work. I will tell you what I think, explain why, and give you the information you need to make your own decision. If something is not in your best interest, I will say so. If I am not the right adviser for your situation, I will tell you that too.