Robert O'Connell Email & Phone Number

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, or just looking to build a more secure financial foundation, we're here to develop a personalized financial plan that aligns with your… Show more 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, or just looking to build a more secure financial foundation, we're here to develop a personalized financial plan that aligns with your aspirations.I work closely with Padraic and the team to complement the financial advice we provide to our clients. Together, we ensure that each client has a comprehensive and strategic financial roadmap, tailored to their specific needs. My expertise and insights, combined with our in-depth planning approach, will provide clients with the clarity, confidence, and support they need to achieve their financial goals. From investment strategies to risk management, tax planning, and beyond, we’ll be there every step of the way, helping you navigate the complexities of your financial journey.Our goal is to build on the foundation of advice we offer, creating a holistic plan that not only addresses your current situation but also lays the groundwork for future success. Let us partner with you to turn your financial dreams into reality. Show less

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 the brokers.

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 spouses where applicable5. Detailed recommendation on all aspects of personal financial health

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 clients and sourced the most suitable products to support financial weaknesses that were identified when carrying out their factfinds.

Eurapco Management Development Program, Completed

Eurapco: Management Development Program Phase 1: Personal Development course which was run from Ashridge Business College, London. Phase.

Post Graduate, Business/Commerce, General, Cfp

I have completed the CFP course in February 2015.

B.Sc. Mgmt, Business Studies, 2Nd Class Honours

Activities and Societies: Represented my college in GAA .

High School

Activities and Societies: Athletics, Rugby and Soccer