About Me
I am originally from Dublin, Ireland and I have been living with my family in the UAE since 2013.
I started my career in the finance industry when I qualified as a Financial Accountant (FCCA) in 1996. I have worked in senior roles with several international banks, including Wells Fargo Bank in the USA, Rabobank and Investec Bank in Ireland.
Since 2013, I have worked in the International Wealth Management Sector helping both individual and corporate clients. I am a fully qualified Financial Planner, holding qualifications in Ireland (QFA), UK and International Market with the London Institute of Banking and Finance (MLIBF DipFA).
With the industry ever evolving, I continue to further my education and recently achieved a Level 6 Pension Transfer Specialist (PETR) qualification from the LIBF. I have obtained the Uniform Investment Adviser Law Exam (Series 65) and licensed under a US Investment Adviser, which enables me to advise clients residing in the USA and Americans living abroad with US based assets. I am currently sitting my final UK exams to achieve my Chartered status with the LIBF.
I enjoy my role working in the International Wealth Management Sector and I pride myself on providing holistic advice to my clients in all areas of financial planning. With my qualifications and global working experience, I believe that I have the knowledge and expertise to provide professional and straightforward advice to my clients.