Stephen Director Email
Founder and Owner Donnelly Financial Planning Ltd @ Donnelly Financial Planning
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Stephen Director Location
- Dublin, IE
Stephen Director Work
- 2024 -now Founder and Owner Donnelly Financial Planning Ltd @
- 2025 -now Financial Committee Member @
- 2019 -2024 Branch Manager @
- 2013 -2024 Financial Advisor @
- 2006 -2013 Financial Adviser @ Orca Financial
- 2005 -2006 Senior Financial Adviser @
Stephen Director Education
- University College Dublin
(Pension & Retirement Planning)
2013-2014 - Dublin City University
Higher Diploma in Sales Coaching
2011-2013 - LIA & Insurance Institute of Ireland
Qualified Financial Advisor (Q.F.A.) (Life Insurance, Pensions, Savings & Investments)
2005-2007 - Synge Street C.B.S. 1979-1984
Stephen Director Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Business Development
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Sales Management
- Wealth Management
- Mutual Funds
- Life Insurance
- Strategic Financial Planning
- Savings
- Investment Strategies
- New Business Development
- Asset Management
- Wealth
- Irish
- Pension Funds
- Protection
- Debt Management
- Small Business
- General Insurance
- Inheritance Tax Planning
- Retirement
- Employee Benefits
- Financial
Stephen Director Summary
- Stephen Director, based in Dublin, IE, is currently a Founder and Owner Donnelly Financial Planning Ltd at Donnelly Financial Planning. Stephen Director brings experience from previous roles at Brokers Ireland, Acorn Life and Orca Financial. Stephen Director holds a 2013 - 2014 University College Dublin. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Pensions and more. Stephen Director has 1 emails on RocketReach.
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