Karen Goodliffe

Managing Director at SurePlan Financial
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Contact Information
us****@****om
(386) 825-5501
Location
IE

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Credentials

  • Certified Financial Planner ™ (CFP ®)
    Financial Planning Standards Board Ltd.
    Jul, 2019
    - Sep, 2024

Experience

  • SurePlan Financial
    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Jun 2020 - Present

      CERTIFIED FINANCIAL PLANNER™ (CFP®) CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • HerMoney
    • Germany
    • Online Audio and Video Media
    • 1 - 100 Employee
    • Financial Advisor
      • May 2017 - Jun 2020
  • CWM Wealth Management Ltd
    • Financial Advisor
      • May 2017 - Jun 2020
  • New Ireland Assurance
    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Broker Consultant
      • Nov 2004 - Apr 2017
  • Zurich Insurance Company Ltd
    • Portugal
    • Insurance
    • 1 - 100 Employee
    • Broker Consultant
      • 2001 - 2004
  • Aegon
    • Financial Services
    • 700 & Above Employee
    • Broker Consultant
      • 1997 - 2001

Education

  • University College Dublin
    MSc Financial Services
    2019 - 2020
  • Financial Planning Standards Board Ireland
    CFP® / Certified Financial Planner™
    2017 - 2019
  • University College Dublin
    Graduate Diploma in Financial Planning
    2017 - 2019
  • The Institute of Banking
    Professional Certificate in Asset Management
    2015 - 2015
  • LIA
    Professional Diploma in Retirement Planning Advice
    2013 - 2014
  • LIA
    Fellowship of the LIA Diploma (QFA FLIA)
    2005 - 2006
  • LIA
    Professional Diploma in Financial Advice (QFA)
    2004 - 2005
  • Chartered Insurance Institute
    Financial Planning Certificate (FPC)
  • The Manchester Metropolitan University
    BA(Hons), Financial Services Degree
  • City of Westminster College
    A-Levels in Economics, Maths & Law
  • St Michael's Catholic Grammar School, London
    11 GCSEs

Community

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