Brenda Rogan Qfa, Grad Dip, Cfp®

Brenda Rogan Qfa, Grad Dip, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of Wealth Alliance @ Wealth Alliance Limited
dublin, dublin, ireland
Brenda Rogan Qfa, Grad Dip, Cfp®'s Location
Ireland, Ireland
Brenda Rogan Qfa, Grad Dip, Cfp®'s Contact Details

Brenda Rogan Qfa, Grad Dip, Cfp® work email

Brenda Rogan Qfa, Grad Dip, Cfp® personal email

n/a
About Brenda Rogan Qfa, Grad Dip, Cfp®

Brenda Rogan is a CERTIFIED FINANCIAL PLANNER™and co-founder of Wealth Alliance Limited with over 29 years of experience in the financial services industry.Brenda and her co-directors founded Wealth Alliance to provide independent financial planning, through a broad range of tailored investment strategies and wealth management solutions.Education is a priority for Brenda, as she understands the financial services industry is constantly changing. To this end, she is a Qualified Financial Advisor (QFA) and CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Brenda is one of the first people to qualify as a CFP Professional in Ireland. She has also attained the following qualifications:•Graduate Diploma in Financial Planning (1st class honours)•Professional Diploma in Financial Advice (formerly QFA)•Diploma in Investment Advice•Certificate in Investment AdviceSpecialties: Wealth Manager, Financial Planning, Pensions, Investments. Estate/Succession Planning, Taxation, Protection, Income Protection, Executive Pensions.

Brenda Rogan Qfa, Grad Dip, Cfp®'s Current Company Details
Wealth Alliance Limited

Wealth Alliance Limited

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CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of Wealth Alliance
dublin, dublin, ireland
Website:
wealthalliance.ie
Employees:
9
Brenda Rogan Qfa, Grad Dip, Cfp® Work Experience Details
  • Wealth Alliance Limited
    Certified Financial Planner™ Professional And Co-Founder
    Wealth Alliance Limited Aug 2011 - Present
    68 Church Street, Skerries, County Dublin
    CFP Professional™ and Co-Founder. Working with clients to provide a bespoke financial planning service to help them to live the life they want to live without fear of running out of money or dying with too much.
    View
  • Ulster Bank Wealth
    Wealth Manager
    Ulster Bank Wealth Jun 2007 - Jul 2011
    Wealth Manager within the Banks Corporate division, providing bespoke financial planning and cash management advice to a portfolio of High Net Worth Clients.
    View
  • Kbc Bank
    Senior Wealth Manager
    Kbc Bank Jun 2006 - Jun 2007
    Wealth Manager. Worked exclusively with the Head of the Wealth Management division to introduce a new holistic advisory based service offering to a portfolio of existing and new High Net Worth Clients.
    View
  • Bank Of Ireland Private Banking
    Private Banking Manager
    Bank Of Ireland Private Banking Jan 2000 - Jun 2007
    Senior Private Banking Manager, providing bespoke financial planning advice on all aspects of Investment, Pensions, Lending, Property, Protection, Tax and Estate Planning to a portfolio of High New Worth Clients.
  • Ics Building Society
    Manager
    Ics Building Society Aug 1990 - Jan 2000
    Held several positions within ICS, a wholly owned subsidiary of Bank of Ireland, culminating in my appointment as Manager of their Head Office branch at College Green and Westmoreland Street. Previous roles in ICS included:Area Manager over the branch networkManager, Killester BranchManager of the Flagship Mortgage Stores located at Grafton Street and Westmoreland Street, Dublin.
  • Davy Freeman Mitten Auctioneers
    Office Manager, Mortgage Advisor, Estate Agent
    Davy Freeman Mitten Auctioneers Jan 1986 - Jun 1990
    Estate agent/Office manager with responsibility for 3 Dublin based offices providing mortgage and life assurance advice.

Brenda Rogan Qfa, Grad Dip, Cfp® Skills

Wealth Management Strategic Financial Planning Investments Portfolio Management Financial Advisory Pensions Financial Services Financial Planning Estate Planning Banking Mortgage Lending Wealth Insurance Income Protection Wealth Management Services Investment Strategies

Brenda Rogan Qfa, Grad Dip, Cfp® Education Details

  • Fpsb
    Fpsb
    Financial Planning And Services
  • Ucd
    Ucd
    Graduate Diploma In Financial Planning (1St)
  • Institute Of Bankers Ireland
    Institute Of Bankers Ireland
    Qfa
  • Institute Of Bankers Ireland
    Institute Of Bankers Ireland
    Diploma In Investment Advice
  • Institute Of Bankers Ireland
    Institute Of Bankers Ireland
    Certificate In Investment Advice
  • Holy Faith Convent Skerries
    Holy Faith Convent Skerries

Frequently Asked Questions about Brenda Rogan Qfa, Grad Dip, Cfp®

What company does Brenda Rogan Qfa, Grad Dip, Cfp® work for?

Brenda Rogan Qfa, Grad Dip, Cfp® works for Wealth Alliance Limited

What is Brenda Rogan Qfa, Grad Dip, Cfp®'s role at the current company?

Brenda Rogan Qfa, Grad Dip, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of Wealth Alliance.

What is Brenda Rogan Qfa, Grad Dip, Cfp®'s email address?

Brenda Rogan Qfa, Grad Dip, Cfp®'s email address is br****@****ance.ie

What schools did Brenda Rogan Qfa, Grad Dip, Cfp® attend?

Brenda Rogan Qfa, Grad Dip, Cfp® attended Fpsb, Ucd, Institute Of Bankers Ireland, Institute Of Bankers Ireland, Institute Of Bankers Ireland, Holy Faith Convent Skerries.

What are some of Brenda Rogan Qfa, Grad Dip, Cfp®'s interests?

Brenda Rogan Qfa, Grad Dip, Cfp® has interest in Hockey ( Member Of Skerries Hockey Club), Golf ( Member Of Skerries Golf Club), Painting.

What skills is Brenda Rogan Qfa, Grad Dip, Cfp® known for?

Brenda Rogan Qfa, Grad Dip, Cfp® has skills like Wealth Management, Strategic Financial Planning, Investments, Portfolio Management, Financial Advisory, Pensions, Financial Services, Financial Planning, Estate Planning, Banking, Mortgage Lending, Wealth.

Who are Brenda Rogan Qfa, Grad Dip, Cfp®'s colleagues?

Brenda Rogan Qfa, Grad Dip, Cfp®'s colleagues are Lauren Carthy, Stephen Rogan, Ivan Walsh Bookey.

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