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.
Susan joined Ollie Moran Financial Services in 2014 as a Pensions & Investment Manager having previously worked as a Private Client Manager in BDO Limerick for over 9 years. She started her career in the financial services sector in 2002 gaining experience in Mercer and the Pensions Authority. She provides impartial advice to individuals in all aspects of financial planning including savings, investments, protection and retirement planning. She also advises our corporate clients in relation to employee benefit and business protection structures across various industries. Susan is a Qualified Financial Adviser since 2006 and is a member of the Life Insurance Association. She also recently completed the Professional Diploma in Retirement Planning Advice.
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.