Financial Adviser

Nadia O'Brien

nadiao@apexgroup.co.nz 021 522 481 Connect on LinkedIn

I’m passionate about providing high quality financial solutions for my clients. I believe in the importance of doing the right thing for my clients and creating tailored risk plans.

Specialising in investment and insurance advice, I work to ensure each client’s financial plans are reviewed as their circumstances change – something that happens regularly to all of us. I focus on taking proper care of the immediate and long-term needs of my clients, with my recommendations matching my client’s needs and wants.

I graduated with a Masters in Arts back in 2007. I’m also an Authorised Financial Adviser since July 2011 and I believe in Continuing Professional Development.

I love spending time with family and friends as they are my highest priority in life. When I can make the time for it, I enjoy traveling around New Zealand and overseas.

Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.

Specialising fields

Personal Advice

All Personal Advice

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Testimonials

Why clients love working with our team.

“I recently worked with Apex Advice Group for my insurance needs, and I highly recommend them. Nadia was incredibly professional and attentive; she took the time to understand my requirements and provided tailored solutions. Her caring service made me feel supported throughout the process. I always felt confident in my decisions and secure in my coverage. Recently, I submitted a claim on my husband's policy after his heart attack, and the experience was seamless. Overall, my experience with Apex Advice Group has been excellent”.

Angela O