Billy Whelan QFA FLIA LIAM APA
Ireland
Partner at Whelan Life & Pensions
Financial Services
Education
LIA Life Insurance Association 1997 — 2014
QFA FLIA LIAM APA, Financial Planning and Services
College of Commerce Rathmines 1984 — 1985
Level 2 ACCA, Accounting
Templeogue College 1979 — 1984
Honours leaving certificate, Leaving certificate and team ethic
Scoil Naoimh Peadar
Primary School Education, Life
Experience
Whelan Life & Pensions June 1990 - Present
Whelan Life & Pensions May 1990 - Present
Gaynor Tuffy Chartered Accountants October 1984 - September 1988
Frank Glennon Ltd May 1987 - August 1988
Skills
Restructuring, Business, Underwriting, Income Protection, Equities, Managerial Finance, Mortgage Advisor, Investments, Pensions, Small Business, Trusts, Financial Advisory, Mortgage Lending, Insurance, Accounting, Due Diligence, Pension Expert, Income Tax, Employee Benefits, Retirement Planning, Health Insurance Advisor, Asset Management, Tax, Financial Modeling, Qualified Finacial..., Protection, Retirement, Relationship Management, Savings, Funding, Banking, Strategic Financial..., Finance, Defined Benefit, General Insurance, Mergers & Acquisitions, Human Resources, Estate Planning, Life Insurance, Valuation, Business Planning, Wealth Management, Protection Advisor, Health Insurance, Financial Risk, Financial Services, Securities, Inheritance Tax Planning, Wealth, Portfolio Management