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
- Founder and Owner Donnelly Financial Planning Ltd @ (April 2024 - Present)
- Financial Committee Member @ (September 2025 - Present)
- Branch Manager @ (August 2019 - April 2024)
- Financial Advisor @ (March 2013 - April 2024)
- Financial Adviser @ Orca Financial (October 2006 - February 2013)
- Senior Financial Adviser @ (January 2005 - January 2006)
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
- AI Core Skills
- AI for Financial Planners
- Asset Management
- Business Development
- Critical Illness
- Debt Management
- Employee Benefits
- Estate Planning
- Finance
- Financial
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- General Insurance
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mortgage Lending
- Mutual Funds
- New Business Development
- Pension Funds
- Pensions
- Portfolio Management
- Protection
- Retirement
- Retirement Planning
- Sales Management
- Savings
- Small Business
- Strategic Financial Planning
- Wealth
- Wealth Management
- Irish
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 Pension & Retirement Planning @ University College Dublin. With a robust skill set that includes AI Core Skills, AI for Financial Planners, Asset Management, Business Development, Critical Illness and more. Stephen Director has 1 emails on RocketReach.
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