Director - CERTIFIED FINANCIAL PLANNER™ @ (September 2008 - August 2025)
Accounts Manager @ New Ireland Assurance (September 2006 - November 2007)
Business Development Manager @ Bank of Ireland Asset Management (January 2006 - September 2007)
Client Service Manager @ Bank of Ireland Asset Management (January 1999 - December 2005)
Settlements @ (May 1997 - December 1999)
Broker Services @ (May 1993 - May 1997)
Greg McGreal Education
Financial Planning Standards Board
CERTIFIED FINANCIAL PLANNER™
2020-2022
LIA
Financial Advisor (Financial Advisor)
LIA
Qualified Financial Advisor, Accounting and Finance (Accounting and Finance)
Greg McGreal Skills
Income Protection
Pensions
Investments
Financial Planning
Retirement Planning
Financial Services
Life Insurance
Asset Managment
Portfolio Management
Finance
Savings
Equities
Fixed Income
Risk Management
Employee Benefits
Financial Reporting
Wealth
Financial Advisory
Wealth Management
Investment Strategies
Business Planning
Retirement
Account Management
Strategy
Microsoft Office
Greg McGreal Summary
Greg McGreal, based in Ireland, is currently a Principle Sligo Office - CFP® QFA ACCA C.Dip. A.F at Fairstone Ireland. Greg McGreal brings experience from previous roles at Gilroy Gannon Financial Services Ltd t/a Fairstone, New Ireland Assurance and Bank of Ireland Asset Management. Greg McGreal holds a 2020 - 2022 CERTIFIED FINANCIAL PLANNER™ @ Financial Planning Standards Board. With a robust skill set that includes Income Protection, Pensions, Investments, Financial Planning, Retirement Planning and more. Greg McGreal has 3 emails on RocketReach.
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