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Brenda Rogan Qfa, Grad Dip, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of Wealth Alliance at Wealth Alliance Limited, a with 9 employees, based in Ireland. AeroLeads shows a work email signal at wealthalliance.ie and a matched LinkedIn profile for Brenda Rogan Qfa, Grad Dip, Cfp®.
Brenda Rogan Qfa, Grad Dip, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ Professional and Co-Founder at Wealth Alliance Limited and Wealth Manager at Ulster Bank Wealth. Brenda Rogan Qfa, Grad Dip, Cfp® holds Cfp, Financial Planning And Services from Fpsb.
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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.
Listed skills include Wealth Management, Strategic Financial Planning, Investments, Portfolio Management, and 12 others.
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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.
Wealth Manager within the Banks Corporate division, providing bespoke financial planning and cash management advice to a portfolio of High Net Worth Clients.
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.
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.
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.
Estate agent/Office manager with responsibility for 3 Dublin based offices providing mortgage and life assurance advice.
Other employees you can reach at wealthalliance.ie. View company contacts for 9 employees →
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Brenda Rogan Qfa, Grad Dip, Cfp® works for Wealth Alliance Limited.
Brenda Rogan Qfa, Grad Dip, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of Wealth Alliance at Wealth Alliance Limited.
AeroLeads has found 1 work email signal at @wealthalliance.ie for Brenda Rogan Qfa, Grad Dip, Cfp® at Wealth Alliance Limited.
Brenda Rogan Qfa, Grad Dip, Cfp® is based in Ireland while working with Wealth Alliance Limited.
Brenda Rogan Qfa, Grad Dip, Cfp® has worked for Wealth Alliance Limited, Ulster Bank Wealth, Kbc Bank, Bank Of Ireland Private Banking, and Ics Building Society.
Brenda Rogan Qfa, Grad Dip, Cfp®'s colleagues at Wealth Alliance Limited include Lauren Carthy, Ivan Walsh Bookey, and Stephen Rogan.
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Brenda Rogan Qfa, Grad Dip, Cfp® holds Cfp, Financial Planning And Services from Fpsb.
Brenda Rogan Qfa, Grad Dip, Cfp® is listed with skills including Wealth Management, Strategic Financial Planning, Investments, Portfolio Management, Financial Advisory, Pensions, Financial Services, and Financial Planning.
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