Role:

• - Senior Private Wealth Adviser

Expertise:

• - UK, US and Irish expatriate financial solutions
• - International financial planning strategies
• - Senior executive wealth management

Qualifications:

• - Certified Financial Planner (FPA Australia)
• - Chartered Financial Planner (CII, United Kingdom)
• - Qualified Financial Planner (UCD, Ireland)
• - M.A. Economics and Finance (Trinity College, Ireland)

Memberships:

• - Financial Planning Association (Australia)
• - Personal Finance Society (United Kingdom)
• - Life Insurance Association (Ireland)

Experience:

• - Wealth management specialist, focused on providing financial advice to UK, US and Irish expatriates and executives of international companies
• - Extensive international experience and qualifications
• - Member of the advisory board for the Community Foundation
• - Active member of Rotary International, 'Service above Self'

Frank is passionate about financial advice and believes that everybody needs a financial plan to achieve their full potential. Being a financial adviser allows Frank to make a significant positive impact on his client’s lives. This is aligned with his own personal goals and why he loves his role.

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 Australia 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 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 clients to help them to get their financial house in order and keeping it there.