David Qfa Email
Private Client Adviser @ Unio Wealth Management
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David Qfa Location
- Cork, IE
David Qfa Work
- Private Client Adviser @ (January 2024 - Present)
- Senior Adviser and Financial Planner @ (November 2005 - January 2024)
- Financial Advisor (QFA) @ (October 2005 - January 2024)
- Committee Member @ YIBA Young Irish Brokers Association (March 2010 - November 2010)
- Mortgage and Financial Adviser @ Complete Financial - IFG Financial / IFG Mortgages (November 2005 - October 2010)
- Quality Service Manager @ Entertainment Enterprises Ltd (May 1994 - November 2005)
David Qfa Education
- UCD/UCC
Diploma in Financial Services (Financial Services)
2006-2010 - Colaiste Christ Ri
Leaving Cert (Accounting, Business Studies)
1990-1996
David Qfa Skills
- Bank Negotiations
- Estate Planning
- Financial Advisory
- Alternative Investments
- Restructuring
- Pensions
- Bonds
- Retirement Income Strategies
- Insurance
- Money
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Investments
- Financial Risk
- Mortgage Lending
- Negotiation
- Wealth Preservation
- Investment Advisory
- Income Protection
- Financial Services
- Asset Protection
- Wealth Management
- Compliance
- Equities
- Life Insurance
- Savings
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Risk Management
- Long Term Care
- Disability Insurance
- Wealth
- Protection
- Small Business
- Management
- Financial Advice
- Coaching
- Insurance Planning
- Mortgage
- Term Life Insurance
- Inheritance Tax Planning
- Health Insurance
- Retirement
- Loans
- Financial Markets
- Mortgage Planning
David Qfa Summary
- David Qfa, based in Cork, IE, is currently a Private Client Adviser at Unio Wealth Management. David Qfa brings experience from previous roles at Complete Financial Advice Limited, Complete Financial, YIBA Young Irish Brokers Association and Complete Financial - IFG Financial / IFG Mortgages. David Qfa holds a 2006 - 2010 Diploma in Financial Services in Financial Services @ UCD/UCC. With a robust skill set that includes Bank Negotiations, Estate Planning, Financial Advisory, Alternative Investments, Restructuring and more. David Qfa has 1 emails on RocketReach.
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