Conor O’Sullivan Email
Certified Financial Planner | Chartered Financial Planner | Independent Financial Adviser | Director @ O'Sullivan Financial Planning Ltd
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Conor O’Sullivan Location
- Northampton, GB
Conor O’Sullivan Work
- 2018 -now Certified Financial Planner | Chartered Financial Planner | Independent Financial Adviser | Director @
- 2020 -now Non Executive Director @
- 2019 -now Non Executive Director @
- 2021 -2023 Founding Director @ Money-Able Limited
- 2018 -2021 Area Director @
- 2016 -2017 Senior Programme Lead, Premier Propositions @
- 2012 -2016 Head of Wealth Management and Premier @
- 2011 -2012 Deputy Regional Head of Wealth Management @
- 2011 -2011 Regional Financial Planning Manager @
- 2008 -2011 Financial Planning Sales Manager @
- 2003 -2008 Financial Advisor @
- 2002 -2003 PRS Sale Support Executive @
- 1996 -2002 Manager @
- 1999 -2000 Project Co-ordinator @ MRI Worldwide (formerly Humana International)
Conor O’Sullivan Education
- The Chartered Institute for Securities & Investment (The CISI)
Level 7 Advanced Diploma in Financial Planning (Financial Planning and Services)
2021 - The Chartered Institute for Securities & Investment (The CISI)
Level 6 Certificate in Advanced Financial Planning (Level 6 Certificate in Advanced Financial Planning)
2021 - Chartered Insurance Institute
Award in Long Term Care Insurance
2012 - Chartered Insurance Institute
Advanced Diploma in Financial Planning
2011 - Chartered Insurance Institute
Diploma in Financial Planning
2008 - Chartered Insurance Institute
Financial Planning Certificate
2005 - De Montfort University
BA Hons (Business Studies)
1997-2001
Conor O’Sullivan Summary
- Conor O’Sullivan, based in Northampton, GB, is currently a Certified Financial Planner | Chartered Financial Planner | Independent Financial Adviser | Director at O'Sullivan Financial Planning Ltd. Conor O’Sullivan brings experience from previous roles at EMB Group, Northamptonshire Chamber of Commerce, Money-Able Limited and Vision Independent Financial Planning Ltd. Conor O’Sullivan holds a Level 7 Advanced Diploma in Financial Planning in Financial Planning and Services @ The Chartered Institute for Securities & Investment (The CISI). Conor O’Sullivan has 1 emails on RocketReach.
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