Wealth Manager
Sep 2020 - May 2021
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Simon Gaffney Email & Phone Number
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Location
County Dublin, Ireland, Ireland
Who is Simon Gaffney? Overview
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Simon Gaffney previously worked as Wealth Manager at Hoxton Capital Management and Consultant at Austen Morris Associates. Simon Gaffney holds Bachelor Of Arts, Legal Theory from Rhodes University.
Profile bio
About Simon Gaffney
I have over 10 years' experience in sales, with an emphasis on wealth management and estate planning in an offshore environment.In addition, I have experience in and can advise on offshore risk management, life insurance, regular premium products and long-term wealth management.Specialties: Pensions, education funds, savings, offshore investments, financial advice, QROPS, financial planning.
9 roles
Simon Gaffney work experience
A career timeline built from the work history available for this profile.
Consultant
I advised on all aspects of offshore investments, offshore pensions and pension transfers (QROPS). In addition I assisted clients with estate planning, trusts, offshore company formation and FOREX matters on both a personal and corporate level.
Dec 2016 - Jun 2020
Wealth Manager
Iza Wealth (Pty) Ltd
I advised on all aspects of offshore investments, offshore pensions and pension transfers (QROPS). In addition I assisted clients with estate planning, trusts, offshore company formation and FOREX matters on both a personal and corporate level.
Nov 2014 - Sep 2016
Wealth Manager
I advised on all aspects of offshore investments, offshore pensions and pension transfers (QROPS). In addition I assisted clients with estate planning, trusts, offshore company formation and FOREX matters on both a personal and corporate level.
Sep 2013 - Oct 2014
Associate Adviser
Clifford Scott Offshore
I advised on offshore investments, risk management products, wealth creation services, life insurance, education funds, family trusts and offshore pension schemes on a corporate and personal level.
Jun 2012 - 2014
Financial Adviser
I performed a role similar to that of an IFA (Independent Financial Adviser) with an emphasis on sales and sourcing new business. I advised on expatriate pension transfers, offshore investments and long-term wealth management.
Sep 2011 - May 2012
Director
Solitaire Estate Agent
Marketing commercial and residential property for investment purposes.
Jul 2009 - Oct 2011
Investment Adviser
Shorevest Property Wealth Managers, South Africa
Sales and Marketing of UK Property as an offshore investment for South African residents.
Jun 2010 - Jun 2011
Online Sales Executive
First Law
Maintaining an online database of legal information and marketing it to the legal profession.
Sep 2006 - Jul 2009
2 education records
Simon Gaffney education
Bachelor Of Arts, Legal Theory
Leaving Certificate
The Institute Of Education
FAQ
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Where is Simon Gaffney based?
Simon Gaffney is based in County Dublin, Ireland, Ireland.
What companies has Simon Gaffney worked for?
Simon Gaffney has worked for Hoxton Capital Management, Austen Morris Associates, Iza Wealth (Pty) Ltd, Mountrock Group, and Clifford Scott Offshore.
How can I contact Simon Gaffney?
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What schools did Simon Gaffney attend?
Simon Gaffney holds Bachelor Of Arts, Legal Theory from Rhodes University.
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