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
- Certified Financial Planner | Chartered Financial Planner | Independent Financial Adviser | Director @ (January 2018 - Present)
- Non Executive Director @ (October 2020 - Present)
- Non Executive Director @ (March 2019 - September 2026)
- Founding Director @ Money-Able Limited (April 2021 - September 2023)
- Area Director @ (January 2018 - January 2021)
Conor O’Sullivan Education
- De Montfort University
BA Hons (Business Studies)
1997-2001 - 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
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
Conor O’Sullivan Skills
- Banking
- Business Relationship Management
- Business Strategy
- Change Management
- Credit
- Customer Service
- Customer Value Proposition
- Executive Search
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Income Protection
- Independent Financial Advice
- Insurance
- Investment Advisory
- Investments
- Leadership
- Management
- Mortgage Lending
- Non-Executive Director
- Pensions
- Personal Financial Planning
- Portfolio Management
- Private Banking
- Project Management
- Recruiting
- Relationship Management
- Retail Banking
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Stakeholder Management
- Strategic Financial Planning
- Strategy
- Team Management
- Wealth Management
- Wealth Management Services
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 1997 - 2001 BA Hons in Business Studies @ De Montfort University. With a robust skill set that includes Banking, Business Relationship Management, Business Strategy, Change Management, Credit and more. Conor O’Sullivan has 1 emails on RocketReach.
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