Brendan McCormack CFP® Grad.dip QFA
Executive Financial Planning Manager at Zurich Life Assurance plc (Ireland)- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Ireland, IE
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Experience
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Executive Financial Planning Manager
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Mar 2000 - Present
I provide a concise financial planning service to corporate and private clients.This includes identifying and establishing financial goals and needs in the areas of ,retirement planning,business insurance,protection,savings and investments.This is followed by a fluid financial plan which is tested by regular reviews.
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Financial Adviser
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Feb 1990 - Mar 2000
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Education
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St Brendans CBS
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