TRINITY FINANCIAL MANAGER - Key Persons
Dervla graduated with honours in 1995 from Trinity College Dublin and started her career in KPMG qualifying as a Chartered Accountant in 2000 .During her six years at KPMG she worked in their audit and personal tax divisions. Overseas Dervla has worked as Financial Controller for two leading ASX 100 listed companies GPT and Valad. She prides herself in delivering a professional service, getting her clients organised and keeping them there. She is also passionate about clients health and looking for opportunities to align client's financial goals with their health goals using the mantra " Your Health is your Wealth" Dervla is an active volunteer in a number of community associations and sings in the local choral group.
Job Titles:
- Member of Rotary
- Principal, Personal Financial Manager
Frank's career started with Citibank Dublin in 1997 in their European offshore investment fund banking unit. This experience taught him that clients always come second in large firms. He has subsequently worked with small world class boutique firms in Ireland and overseas that put their client's interests before anything else. This has empowered him to build tailored financial strategies to meet his client's personal needs and objectives.
Frank acts as his client's financial coach helping them to identify where they are today, what they want to achieve going forward and putting in place smart financial strategies to help them achieve their life goals. He works with his clients to help them to get their financial house in order and keeping it there.
His extensive international experience and qualifications makes him uniquely positioned to understand the issues facing clients and helping them to grow and protect their wealth.
Frank is an active member of Rotary international sharing their philanthropic values of "Service Above Self". He has previously served as a member of the advisory board for the Community Foundation.
Qualifications:
Certified Financial Planner Certification, Financial Standard Planning Board, Ireland
Diploma of Financial Planning, QFA, Ireland
M.A. Trinity College Ireland
B.A in Economics and Finance Trinity College Ireland
Certified Financial Planner Certification, Financial Planning Association, Australia
Advanced Diploma in Financial Planning, Securities Institute of Australia
Advanced Diploma in Financial Planning, Chartered Insurance Institute, United Kingdom
Diploma in Financial Planning, Chartered Insurance Institute, United Kingdom
Certificate in Financial Planning,Chartered Insurance Institute, United Kingdom
Chartered Financial Planner, Chartered Insurance Institute, United Kingdom
1-65 Uniform Investment Adviser Law Examination, United States of America
Job Titles:
- Personal Financial Manager