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 client-based approach to Personal Financial Planning, specifically in the areas of Pensions and Investments. Ollie is also well known in a sporting capacity, having represented the Limerick senior hurling team for 13 seasons and senior club rugby with UL Bohemians for several years.
Donna joined Ollie Moran Financial Services in 2011 where she was appointed to the position of Client Services Manager. She is a Qualified Financial Adviser since 2006 and also holds a Professional Certificate in General Insurance. This allows Donna to provide specialist advice in the area of Household Insurance, as well as overseeing the specific needs of all clients across the broad Financial Services sector. She has previously worked as a Senior Customer Adviser with Ulster Bank for over 10 years, where she specialised in the areas of Lending & Insurance Services. She is a current member of the Institute of Bankers and also holds a Diploma in Financial Services through UCD.
Kate joined Ollie Moran Financial Services in 2021 as a Financial Advisor. She holds a Bachelor of Business Studies Degree with a major in Insurance and Risk Management from the University of Limerick. She has been an accredited Qualified Financial Advisor and Retirement Planning Advisor since 2018. Kate has previously worked in Investment Banking – managing relationships with some of the world’s largest investment banks – and also as a dedicated Corporate Pensions Specialist with a global insurer. This ensures Kate has specific expertise in the areas of Investments and Pensions. She is a current member of the Life Insurance Association and is actively pursuing Certified Financial Planner status.