BBS, QFA, FLIA, LCOI, RPA, SIA
COMPLIANCE & FINANCIAL MANAGER
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’s qualifications include:
• QFA (Qualified Financial Advisor)
• ACMA (Chartered Management Accountant)
• CGMA (Chartered Global Management Accountant)
BCIT, QFA. RPA
Stefan’s qualifications include:
QFA (Qualified Financial Advisor) and RPA (Retirement Planning Advisor)
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?
By transferring your old workplace pension, you can access 25% of it tax-free, from age 50.
Take control of your finances today. Use your pension fund from your previous employer to pay off some of your biggest life expenses – Mortgage, Car or College Fees and become debt free