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Robert O'Connell is listed as Financial Adviser at Padraic Kissane Financial Services at Padraic Kissane Financial Services, a company with 5 employees, based in Dublin 6, County Dublin, Ireland. AeroLeads shows a work email signal at padraickissane.ie and a matched LinkedIn profile for Robert O'Connell.
Robert O'Connell previously worked as Financial Adviser at Padraic Kissane Financial Services and Group Protection Development Manager at Friends First Life Assurance Company. Robert O'Connell holds Eurapco Management Development Program, Completed from Eurapco ( Alliance Of Mutual Insurance Companies In Europe).
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Professional ExperienceWith over 30 years in the financial services industry, I have built a solid foundation of knowledge and expertise since starting my career in 1994. My experience spans both large corporate organizations and smaller financial entities, giving me a broad understanding of the industry and the diverse needs of clients.Current RoleAs a financial planner, my primary focus is on helping clients prioritize their financial goals and create tailored plans to achieve them. I work closely with individuals to develop strategies that align with their aspirations, ensuring they are well-positioned to meet both short-term and long-term objectives.Certifications and ToolsI earned my Certified Financial Planner (CFP) designation in 2015, further enhancing my ability to provide comprehensive financial advice. I leverage advanced planning tools such as Voyant to assist clients in managing cash flow, growing wealth, and tracking progress toward their financial goals. Approach and PhilosophyI believe in a holistic approach to financial planning, one that encompasses not only financial success but overall well-being. I am a firm advocate of the motto, "What's Important Now" (WIN), encouraging clients to focus on their most immediate and impactful goals. This philosophy drives my commitment to helping individuals achieve both financial security and personal fulfillment.
Listed skills include Savings, Protection, Financial Planning, New Business Development, and 10 others.
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Nutgrove Business Park, Rathfarnham, Dublin 14
At our firm, we believe that every financial journey is unique, and that's why our approach starts with understanding your goals. Our tagline, "Tell us where you are going, and we will help you get there," reflects our commitment to guiding you along the path to your financial future. Whether you're planning for retirement, saving for a major life event.
Cherrywood Business Park
Responsible for the following areas:1. Development of Group Protection opportunities for Friends First Life Assurance Company2. Chair of Group Protection Group in Friends First3. Product innovation and distribution to the Group Protection market4. Develop new distribution channels for Friends First in the broker market
Responsible for the following areas:1. Support Brokers in growing their business with long term sustainable solutions2. Develop Relationships between brokers and Friends First3. Support brokers by arranging training courses with Friends First experts and access to external experts when necessary.4. Retain the existing book of business in conjunction with.
Dublin
Responsible for the following areas:1. Grow Protection and pension business for Cornmarket in both the public and private sector.2. Carry out full financial health checks for employees in the public sector3. Specialist advise on Superannuation pension scheme4. Expert review on Sick pay entitlements and income protection options for members and their.
FBD, Poplar Square, Naas, Co. Kildare
This was my first oppotunity to work in a sales environment. I was employed to work as part of a team and took up the responsiblity of generating financial services sales to the general insurance wing of FBD Naas. I achieved targets consistently in FBD LIFE and was the first in FBD life Sales team to gain the QFA Qualfication. I reviewed the market for.
Eurapco: Management Development Program Phase 1: Personal Development course which was run from Ashridge Business College, London. Phase.
I have completed the CFP course in February 2015.
Activities and Societies: Represented my college in GAA .
Activities and Societies: Athletics, Rugby and Soccer
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Robert O'Connell works for Padraic Kissane Financial Services.
Robert O'Connell is listed as Financial Adviser at Padraic Kissane Financial Services at Padraic Kissane Financial Services.
AeroLeads has found 1 work email signal at @padraickissane.ie for Robert O'Connell at Padraic Kissane Financial Services.
Robert O'Connell is based in Dublin 6, County Dublin, Ireland while working with Padraic Kissane Financial Services.
Robert O'Connell has worked for Padraic Kissane Financial Services, Friends First Life Assurance Company, Friends First Life Assurance, Cornmarket Group Financial Services, and Fbd Life.
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Robert O'Connell holds Eurapco Management Development Program, Completed from Eurapco ( Alliance Of Mutual Insurance Companies In Europe).
Robert O'Connell is listed with skills including Savings, Protection, Financial Planning, New Business Development, Account Management, Pensions, Retirement Planning, and Strategic Financial Planning.
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