Jim Wallace Email and Phone Number
Jim Wallace work email
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Jim Wallace personal email
Proactive, assertive individual with a keen eye for detail, highly motivated with the ability to work off one’s own initiative. Have the ability to present in a professional manner to gain the desired results. My focus is to provide ‘best advice’ to our customers as all times.
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Principal Director, Cfp®Wallace Financial Ireland Jun 2020 - PresentLimerick, IrelandSo I've gone and done it, packed in the secure job to join the Self-Employed brigade. Always wanted to do this so I have set up Wallace Financial, a financial services provider, regulated by the Central Bank of Ireland.My aim is to provide impartial advice on a wide range of Life, Pension and Investment products on a fair analysis basis. A little more detail/breakdown will be available soon.
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Financial AdvisorBruff Credit Union Apr 2015 - PresentBruff, Co. LimerickA member of the Investment Committee supporting the Board of Directors of the Credit Union in my capacity as volunteer Financial Advisor. -
Financial Advisor (Cfp Rpa Ptp Qfa)First Choice Financial Services Dac Aug 2013 - Apr 2020Riverpoint, LimerickI provide impartial financial advice and exceptional service on all aspects of Financial Planning which include Life Protection, Retirement Strategies, Deposits, Savings and Investments. Our services are available to both companies and individuals.We structure your financial future. -
Financial AdvisorGallivan Kennedy Insurance Brokers Jan 2007 - Aug 201320 The Crescent, LimerickIndependent Financial Advise is provided on all aspects of Retirement planning, Life assurance, Savings and Investments.
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Business Development ManagerGallivan Kennedy Insurance Brokers Jan 2007 - Aug 2013
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Financial AccountantElement Six Limited May 2002 - Jan 2007Shannon, Co. Clare -
Qualified AccountantDeloitte May 1997 - May 2002Limerick, Ireland
Jim Wallace Skills
Jim Wallace Education Details
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Professional Diplomain Retirement Planning Advice -
First Class Honours -
Investments And Securities
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Lia, Financial Services
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AccaAccountancy -
Business Studies -
Pdls, Hospital, Co. LimerickLeaving Certificate
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Financial Planning And Services
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Financial Planning Standards BoardComplete Cfp®
Frequently Asked Questions about Jim Wallace
What company does Jim Wallace work for?
Jim Wallace works for Wallace Financial Ireland
What is Jim Wallace's role at the current company?
Jim Wallace's current role is Principal Director, CFP® at Wallace Financial.
What is Jim Wallace's email address?
Jim Wallace's email address is jim.wallace@gki.ie
What schools did Jim Wallace attend?
Jim Wallace attended University College Dublin, University College Cork, University College Dublin, University College Dublin, Acca, Waterford Institute Of Technology, Pdls, Hospital, Co. Limerick, University College Dublin, Financial Planning Standards Board.
What skills is Jim Wallace known for?
Jim Wallace has skills like Financial Services, Retirement Planning, Life Insurance, Pensions, Income Protection, Investment Advisory, Savings, Strategic Financial Planning, Insurance, Finance, Tax, Investments.
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Jim Wallace
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