BBS, QFA, FLIA, LCOI, RPA, SIA
Michael has been providing tax, investment and lifetime financial planning advice to clients since 2005. He has an in-depth understanding of Business Owners and their requirements, which allows him to guide his clients through the complex world of long term financial planning.
Michael’s qualifications include:
- QFA (Qualified Financial Advisor)
- FLIA (Fellow of the Life Assurance Association of Ireland)
- LCOI (Licentiate of the Compliance Officers of Ireland)
- RPA (Retirement Planning Advisor)
- SIA (Specialist Investment Advisor)
- BBS (Bachelor of Business Studies)
OWNER & DIRECTOR
Jim has more than 20 years of experience supporting and advising clients. As a Qualified Accountant and Qualified Financial Advisor Jim uses his wealth of tax and investment experience for the benefit of his clients.
Jim’s qualifications include:
• QFA (Qualified Financial Advisor)
• ACMA (Chartered Management Accountant)
• CGMA (Chartered Global Management Accountant)
BCIT, QFA. RPA
Stefan joined us in 2015 after graduating from UCD with a Bachelors Degree in Business Studies. Stefan obtained his QFA qualification and is an integral part of the team. Stefan is our office manager. He also provides administration and back up support to our team and our clients.
Stefan’s qualifications include:
QFA (Qualified Financial Advisor) and RPA (Retirement Planning Advisor)
Joanne has been with us since 2010. She has over 20 years experience in Customer Relations, Sales and Marketing.
If you are contacting Guardian Wealth for the first time, chances are Joanne will be the first voice you hear. Joanne is responsible for all of our Marketing activity and also acts as a point of contact for our clients.
How can we help you?
Our Trusted Partners
Guardian Wealth reduced the risk of me losing any more money while managing to achieve a good return on my investments and reduce the charges on my pensions.
I estimate that they have saved me €40,000 over the next 10 years.
They continue to update me on my investments and I now see them as part of my financial team.