Andrew O'Byrne
Wealth Planner at Collective Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
UK
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Bio
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Credentials
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Level 6 Certificate in Advanced Financial Planning
The Chartered Institute for Securities & Investment (The CISI)Mar, 2022- Oct, 2024 -
Level 6 Certificate in Pension Transfers & Planning Advice
The Chartered Institute for Securities & Investment (The CISI)Sep, 2019- Oct, 2024 -
Financial Planning and Advice Level 4
The Chartered Institute for Securities & Investment (The CISI)Mar, 2019- Oct, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteJul, 2007- Oct, 2024 -
IMC
CFA UKSep, 2004- Oct, 2024
Experience
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Collective Financial Planning
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United Kingdom
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Financial Services
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1 - 100 Employee
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Wealth Planner
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Sep 2019 - Present
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Stonehage Fleming
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Equity Research Analyst
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Jun 2011 - Aug 2017
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MAJEDIE INVESTMENTS PLC
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Financial Services
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1 - 100 Employee
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Global Equity Analyst
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Jun 2007 - May 2011
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British Airways Pensions
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Financial Services
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1 - 100 Employee
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Asia Pacific Equity Analyst
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May 2004 - Apr 2007
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Education
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1998 - 2001
City University (GB)
Bachelor of Science (BSc), Mathematics with Finance and Economics
Community
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