Our team brings together a variety of perspectives and professional experience to the process of financial planning.
Ollie is the principal director of Ollie Moran Financial Services since its formation in 2008. He holds a Bachelor of Arts Degree in Financial Services and is an accredited Qualified Financial Adviser since 2003. He has previously worked in the banking and insurance sectors, thereby equipping him with a broad knowledge and understanding of the Financial Services industry. In 2014, he attained the CFP (Certified Financial Planner) designation through the Financial Planning Standards Board. This has enabled him to design and implement a hugely successful client-based approach to Financial Planning. Ollie is also well known in a sporting capacity, having previously represented the Limerick senior hurling team for 13 seasons and played senior club rugby with UL Bohemians for several years also. The traits and qualities required on the sports field have transferred seamlessly to his professional life, thereby ensuring the firm continues to grow from strength to strength.
Donna joined Ollie Moran Financial Services in 2011. She is a Qualified Financial Adviser since 2006 She holds a Diploma in Financial Services through UCD and is a current member of the Institute of Bankers. Donna has 25 years’ experience in the financial services industry. She has previously worked as a Senior Customer Adviser with Ulster Bank, where she specialised in the areas of Lending & Insurance Services. Donna is the Client Relationship Manager. She is client focused and through her wealth of knowledge and experience ensures clients receive exceptional service.
Kate joined Ollie Moran Financial Services in 2021 as a Financial Advisor. She holds a Bachelor of Business Studies Degree from the University of Limerick, and a Postgraduate Diploma in Financial Planning from the Atlantic Technological University. She has been an accredited Qualified Financial Advisor and Retirement Planning Advisor since 2018 and a Certified Financial Planner® since 2024. Kate has previously worked in Investment Banking, and also as a dedicated Corporate Pensions Specialist with a global insurer. Kate has a keen interest in Personal and Corporate Financial Planning across Protection, Pensions and Investments, and is passionate about Behavioural Finance and boosting Financial Literacy. She is a current member of the Life Insurance Association.
