Brendan Toolan Email
Senior Financial Planner @ SYS Financial
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Brendan Toolan Location
- Greystones, IE
Brendan Toolan Work
- Senior Financial Planner @ (February 2026 - Present)
- CERTIFIED FINANCIAL PLANNER™ CFP® @ (September 2013 - February 2026)
- Client Portfolio Advisor @ Finance One Ltd (January 2010 - September 2013)
- Senior Financial Planning Executive @ (February 2003 - January 2010)
- Senior Financial Consultant @ Irish Permanent Life & Pensions Ltd (January 1996 - January 2003)
Brendan Toolan Education
- University College Dublin
Graduate Diploma in Financial Planning (Financial Planning and Services)
2012-2015 - Presentation College Bray
Leaving Certificate
1972-1978
Brendan Toolan Skills
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Savings
- Asset Management
- Wealth
- Personal Financial Planning
- Protection
- Inheritance Tax Planning
- Retirement
Brendan Toolan Summary
- Brendan Toolan, based in Greystones, IE, is currently a Senior Financial Planner at SYS Financial. Brendan Toolan brings experience from previous roles at Alliance Financial Planning, Finance One Ltd, Irish Mortgage Corporation and Irish Permanent Life & Pensions Ltd. Brendan Toolan holds a 2012 - 2015 Graduate Diploma in Financial Planning in Financial Planning and Services @ University College Dublin. With a robust skill set that includes Estate Planning, Financial Advisory, Fixed Annuities, Pensions, Insurance and more. Brendan Toolan has 1 emails on RocketReach.
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