Ireland
Financial Adviser at Lalor O Shea Chartered Accountants
Accounting
Education
UCD 2001 — 2002
Diploma in Wealth Management, Banking and Financial Support Services
UCD 2001 — 2002
Joint Financial Services Diploma, Banking and Financial Support Services
UCD 2001 — 2002
Diploma in Investment Advice, Banking and Financial Support Services
UCD 2000 — 2002
QFA - Qualified Financial Adviser, Banking and Financial Support Services
UCD 2000 — 2002
Business Banking Certificate, Banking and Financial Support Services
UCD 1998 — 2002
Certificate in Financial Services, Banking and Financial Support Services
School of Professional Advice 2000 — 2001
Bank of Ireland Diploma in Investment Advice, Banking and Financial Support Services
UCD 2000 — 2001
Certificate in Mortgage Practice, Banking and Financial Support Services
UCD 1999 — 1999
Certificate in Investment Advice, Banking and Financial Support Services
Colaiste Eoin 1991 — 1997
Leaving Certificate, Secondary Education
Experience
Lalor O Shea Chartered Accountants 2003 - Present
Bank of Ireland 1997 - 2003
AIB August 1997 - March 1998
Skills
Investment Advisory, Annuities, Tax, Funding, Insurance, Asset Management, Investments, Credit, Fixed Annuities, Accounting, Inheritance Tax Planning, Equities, Financial Risk, Financial Services, Pensions, Income Tax, Bonds, Strategic Financial..., Retirement Planning, Wealth, Mortgage, Finance, Portfolio Management, Financial Planners, Critical Illness, VAT, Financial Advice, Wealth Management, Financial Planning, Income Protection, Small Business, Loans, Cash Flow, Savings, Mortgage Lending, Protection, Alternative Investments, Retirement, Life Insurance, Investment Strategies