Barry-John MacDonald TEP,CFP®
Ireland
Private Wealth Manager & Pensioneer Trustee, MacDonald Financial Consultants Ltd
Financial Services
Education
University College Dublin 2013 — 2013
Master of Science (M.Sc.), Financial Services
University College Dublin 2010 — 2010
Graduate Diploma, Graduate Diploma Financial Planning (Completed)
Law Society 2007 — 2008
Diploma, Trust & Estate Planning
Society of Trust & Estate Practitioners 2007 — 2008
STEP, Trust & Estate Practitioner
LIA 2002 — 2005
QFA, Qualified Financial Advisor
Griffith College Dublin 1996 — 2001
BA (Hons), Business Studies & Marketing
Castleknock College 1989 — 1995
Experience
MacDonald Financial Consultants Ltd November 2008 - Present
Grant Thornton January 2005 - August 2006
Aon Consulting July 2003 - January 2005
BDO Simpson Xavier April 2002 - July 2003
Deutsche Bank June 2000 - October 2001
Skills
Succession Planning, Risk Management, Pensions, Asset Allocation, Fixed Income, Finance, Financial Planning, Financial Markets, Equities, Defined Contribution, Retirement Planning, Private Banking, Strategy, Wealth Management, Financial Risk, Asset Management, Holistic Financial..., Strategic Financial..., High Net Worth..., Financial Advisory, Retirement Savings, Inheritance Tax Planning, Mutual Funds, Investment Management, Superannuation, Tax, Estate Tax Planning, Retirement, Investments, Personal Financial..., Fixed Annuities, Alternative Investments, Investment Advisory, Defined Benefit, Financial Planners, Financial Goals, Portfolio Management, Trusts, Investment Strategies, Private Equity, Certified Financial..., Bonds, Personal Finance, Wealth Accumulation, Wealth Management..., Hedge Funds, Financial Services, Wealth, Estate Planning