Kevin Condon AITI, QFA, MIPAV
Kevin started his career as a tax adviser with Price Waterhouse Coopers. An associate of the Irish Tax Institute since 1994 he has specialised in property and investment transactions for the small business owner and personal clients. He joined the Harris Group in 2000 and worked as general manager. Kevin set up on his own in 2006 at his current office at Unit8 Blackpool Retail Park Blackpool. He feels that the strongest part of the group is the ability to advise on all aspects of a client’s financial affairs i.e. tax, property, mortgage, investments, pension and insurance etc. He has had articles published in several national newspapers and speaks to many retirement groups, Local Authorities, 3rd level institutes and at Taxation seminars funded under the European year of the elderly scheme
Kevin is married to Niamh with 3 children and has a keen interest in rugby, fishing and golf.
Paul Lee QFA
Paul has joined Kevin Condon Financial Brokers as Sales Manager to the Financial Team after spending three years with one of the major companies in the Life Assurance market as a Financial Adviser. Paul has over 20 years customer service experience and is a customer focused Financial Advisor whose aim is to build lasting trusting relationships with clients. Paul’s specialties are the structuring of investment, Pension and assurance policies in a way that meets client’s financial goals and protects their most important assets. Paul’s approach is to engage with clients and offer a suite of options that allow a client to choose that which they are comfortable with and which provides the best option allied to the best value. Paul is a member of the LIA and offers advice on Life Assurance, Serious illness cover, Pensions, Investments, Savings, Income Protection, Mortgages, Tax Planning.
Farzaneh Moeini B.Soc.Sc & H.Dip.Mgt&Mkt
Mortgage & Financial Advisor
Farzaneh is a specialist in providing advice in relation to Mortgages, Life Assurance, Mortgage Protection, Income Protection & Pensions. She has a Bachelor of Social Science & a Higher Diploma in Management & Marketing from University College Cork. Her experience extends over 14 years as a Mortgage & Financial Advisor and is a member of LIA. She believes in providing a professional, efficient & honest service and has built long lasting relationships with her clients. Her clients are consistently grateful for her help and guidance and refer their friends and family on an ongoing basis.
Ultan O’Nualainn QFA
Ultan has been advising clients on Life Assurance, Mortgages Tax and pensions for over 20 years. He is an associate of The Insurance Institute of Ireland and is also a Qualified Financial Advisor. He has advised both personal and corporate clients and believes that they should all receive the highest standards of service. Ultan is a past president of The Insurance Institute of Limerick.
Pierce Grace, QFA, Tax and Financial Advisor
Pierce has joined Kevin Condon Financial Brokers as a Tax and Financial Adviser having spent 15 years with New Ireland Assurance, one of Ireland’s leading Pension and Life Assurance providers. With almost 20 years experience in the industry, Pierce who is a Qualified Financial Adviser, has an in-depth knowledge of both Public and Private sector pension schemes.
Andrew Mulligan ACSI, Tax & Financial adviser
Andrew has 20 years’ experience in the Financial Services sector. He has worked in the Davy Group, one of Ireland’s leading Investment firms. He has worked with UK Financial firms for the last number of years. Andrew who is a Qualified Financial Adviser (QFA), is based in our Dublin office and specialises in all types of Pension and Investment products.
Andrew believes that by listening and working directly with his clients he is ensuring that they are receiving the best products available in the market, that match their needs.
Andrew is married with three sons and has a keen interest in Gaelic and Soccer and coaches his son’s underage teams.
Brian Keane, QFA, Financial Adviser
Brian has worked in the Financial Services Industry for 29 years.Over his career Brian has worked directly for the main Life Insurance companies and mostly as a broker. He believes his clients receive the best service via a broker as the whole market is made available to them as a one-stop-shop. He gives impartial advice on the vast range of information&products available and takes the confusion out of it for his clients. His primary motivation is delivering the best financial solution for his clients and minding them as their circumstances change.
Brian is sports-mad and enjoys running and golf. He has a long involvement with the Irish Guide Dogs for the Blind in Cork.
Catriona Meagher, QFA
Catriona is a Financial Advisor who advises clients on all aspects of their financial planning, including mortgage lending, protection, pensions, tax and investments. She has an Honours Degree in Financial Services and is a Qualified Financial Advisor (QFA) as well as a Tax Technician. Catriona has a keen interest in Financial Planning and her aim is to help clients fulfil their financial objectives, whether it’s guiding them through the mortgage process, protecting them and their family with Life and Illness policies or preparing for their retirement with pension planning. She prides herself on providing advice that is transparent, easy to understand and is in the best interests of her clients. Catriona is originally from Dublin and before joining our team, she previously worked in Limerick as a Financial Advisor for a Pensions & Investments company for a number of years.
Sinead graduated from National College of Ireland with a BA (Honours) degree in business in 2014, July of that year she started her career in International Financial Data Services (IFDS), transfer agency for State Street International Ireland Ltd. Her career began executing an effective compliance monitoring program regarding Anti-money laundering (AML). She also managed operational teams, specialised in project management for new business and was Client Relationship Manager for one of IFDS’s largest clients.
Sinead joined the Stillorgan branch of Kevin Condon Financial Brokers in October 2018, she believes her experience in client servicing along with her personable nature and the fact she enjoys listening to clients stories to help ensure clients are getting the most suited products for their needs.
Sinead is currently completing her QFA’s with the LIA and in conjunction with this, is also completing a BA (Hons) degree in applied insurance.
When Sinead is not talking finance, she enjoys spending time with her family & friends. She has an interest in rugby along with being an avid horse rider. She is also preparing for her wedding in 2020.
Our Terms of Business set out the general terms under which our firm will provide business services to you and the respective duties and responsibilities of both the firm and you in relation to such services. Please ensure you read these terms thoroughly and if you have any queries we will be happy to clarify them.