Eoin O’Neill QFA – Managing Director
Eoin is the Managing Director of PSC Financial Planning. A Qualified Financial Adviser for over 30 years, Eoin joined the team in PSC Financial Planning in 2005 having previously worked with one of the main Life Assurance Companies at both advisory and management levels. This breath of experience in the Financial Services profession has assisted Eoin in developing PSC Financial Planning into the professional advisory service it is today, with specialist expertise to assist clients in all areas of financial planning, both on a personal and business level.
Eoin offers expert advice to clients on all areas of Financial Planning including Cashflow forecasting, tax efficient Pensions & Retirement planning, Investments and Savings for both individuals and companies, Life Protection for individuals and Business Protection for companies which includes Shareholder/Partnership protection and Keyperson protection.
Bairbre O’Sullivan MBS LIB QFA – Financial Planner
Bairbre has a degree in Economics (BA) and a Master’s in Business Economics (MBS), attained in University College Cork. Bairbre joined the Financial Planning team in PSC in 2007 and is a Licentiate of the Institute of Banking having completed the Qualified Financial Adviser exams, Specialist Diploma in Wealth Management, Joint Financial Services Diploma, Professional Certificate in General Insurance and Professional Certificate in Compliance.
Bairbre advises client on all aspects of Financial Planning, including families in relation to family protection and education savings plans/investments, individuals in relation to pension/retirement planning and business owners in relation to corporate protection options, tax efficient pension plans and corporate savings/investments. Bairbre heads the PSC Share Dealing Services, buying and selling shares for clients and where required computing Capital Gains Tax liabilities and submission of Returns to Revenue.
Teresa Leonard QFA – Office Administrator
Teresa joined PSC Financial Planning as a Financial Administrator in 2015 and holds full QFA designation. Teresa has over 10 years’ experience in the Financial Services Industry and has extensive knowledge across many sectors including new business applications and claims. Teresa specialises in the sale of shares, compliance and new business support.
Maura McMahon – Administrator
Maura joined the PSC Financial Planning team in October 2017 as a financial administrator. Maura previously worked in the financial sector for 6 years in an administration role and completed QFA exams in life insurance, pensions and investments. Maura supports the financial team by liaising with life companies and ensuring polices issue in a timely manner.