David Looney CFP® QFA RPA SIA
Senior Financial Advisor / Financial Planner at Alpha Wealth- Claim this Profile
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Bio
Sandra Hennessy
I can highly recommend David and his team. I approached David recently about my pension and some Insurance policies and he has pulled out all the stops. He has made the process very easy and informs me of everything that is happening as we put new policies in place. If you are seeking financial advice I would strongly recommend that you talk to David.
Sandra Hennessy
I can highly recommend David and his team. I approached David recently about my pension and some Insurance policies and he has pulled out all the stops. He has made the process very easy and informs me of everything that is happening as we put new policies in place. If you are seeking financial advice I would strongly recommend that you talk to David.
Sandra Hennessy
I can highly recommend David and his team. I approached David recently about my pension and some Insurance policies and he has pulled out all the stops. He has made the process very easy and informs me of everything that is happening as we put new policies in place. If you are seeking financial advice I would strongly recommend that you talk to David.
Sandra Hennessy
I can highly recommend David and his team. I approached David recently about my pension and some Insurance policies and he has pulled out all the stops. He has made the process very easy and informs me of everything that is happening as we put new policies in place. If you are seeking financial advice I would strongly recommend that you talk to David.
Experience
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Alpha Wealth
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Ireland
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor / Financial Planner
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Jan 2018 - Present
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Bank of Ireland
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Ireland
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Banking
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700 & Above Employee
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Mortgage Specialist
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Oct 2017 - Feb 2018
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Customer Advisor / Financial Advisor
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Oct 2014 - Oct 2017
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Education
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2010 - 2014
University College Cork
Honours Bachelor Degree, Government and Public Policy -
2014 - 2016
University College Dublin
Professional Diploma in Financial Advice, QFA -
2018 - 2019
University College Dublin
Professional Diploma in Retirement Planning Advice (RPA), Financial Planning and Services -
2021 - 2021
University College Dublin
Professional Diploma in Asset Management (SIA), Asset Management / Investment Advice -
2020 - 2021
University College Dublin
Graduate Diploma in Financial Planning, Financial Planning -
2020 - 2022
Financial Planning Standards Board
Certified Financial Planner, Financial Planning and Services
Community
