Stephen Chubb Email & Phone Number

Senior Financial Planner @ TrueWealth.ie

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Stephen Chubb Location

Ireland

Stephen Chubb Work

2026 -now Senior Financial Planner @
2026 -2026 Financial Planner @
2025 -2026 Financial Planner @
2022 -2025 Financial Advisor @
2021 -2022 Financial Advisor @
2020 -2021 Assistant Financial Advisor @
2020 -2020 Customer Service Advisor @
2019 -2019 Officer Cadet @
2018 -2019 Sector Support Specialist @
2016 -2018 Digital Product Analyst , Strategy, Digital and Innovation @
2014 -2016 Management Associate, Customer, Products and Propositions @
2013 -2014 Business Banking Customer Liason @
2012 -2013 Wine Specialist @
2012 -2012 Events Team @ American Tent & Table Inc.

Stephen Chubb Education

LIA
Postgraduate Diploma in Business in Financial Planning (Financial Planning and Services)
2022-2025
LIA
(Risk Management & Insurance Planning Advisor (FPRA) NFQ Level 9)
2024-2024
LIA
Specialist Investment Advisor (SIA) NFQ Level 9 (Investment)
2023-2023
LIA
Retirement Planning Advisor (RPA) NFQ Level 9 (Certificate in Retirement Planning Advice)
2022-2023
University College Dublin
Professional Diploma in Financial Advice (QFA) NFQ Level 7 Institute of Banking (Qualified Financial Advisor)
2013-2015
University College Dublin
Bachelor of Arts (BA Hons.) (English Literature and History)
2009-2012
Financial Planning Standards Board Ireland
(CERTIFIED FINANCIAL PLANNER™)
2026

Stephen Chubb Summary

Stephen Chubb, based in Ireland, is currently a Senior Financial Planner at TrueWealth.ie. Stephen Chubb brings experience from previous roles at SISgate Wealth, Finance Solutions and Cornmarket Group Financial Services Ltd.. Stephen Chubb holds a 2022 - 2025 Postgraduate Diploma in Business in Financial Planning in Financial Planning and Services @ LIA.

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