Our Team

Anna O’Mahony

As well as over 30 yearsโ€™ experience in the sector, Anna has a long list of qualifications, including Qualified Financial Adviser (QFA), Retirement Planning Adviser (RPA), Diploma in Taxation, Diploma in Wealth Management and Certificate in Mortgage Practice 1 & 2.

Having expertise in all areas of pre and post retirement planning, along with deep knowledge of investment and estate planning, Anna takes a holistic view of her clientsโ€™ circumstances and needs, developing bespoke solutions to help them achieve their objectives.

Outside of work, youโ€™ll find Anna enjoying the lovely walks that Kerry has to offer, doing yoga or keeping busy with house renovations and landscaping.

Get in touch

(087) 4669606

Bandon

Bandon

John Brosnan

Wealth Manager

(086) 2930831

Ian Smith

General Manager

(087) 1404455

Gabby McCarthy

Chief Executive

(087) 6940404

Anne Casey

Wealth Manager

(087) 9764656

Anna O’Mahony

Senior Wealth Manager

(087) 4669606