Meet the Team
Johnny Mulholland QFA,RPA,SIA® -
Johnny is a Senior Financial Adviser with over 15 years’ experience dealing with clients and their financial needs. Whether it be a Company Director, private individual, self-employed sole trader, C Level Executive or an employee Johnny aims to engage and assist both new and existing clients on their own unique personal financial situation.
Originally running his own Financial Brokerage before joining Imperius Wealth, Johnny knows the challenges and what it takes to run a successful SME business.
Johnny has a unique understanding of the intricacies around transferring Irish Pensions to overseas jurisdictions and has helped clients and other advisers to transfer Irish Pensions to The UK, parts of Europe as well as Australia.
“I want to make sure that my clients know what financial products they have, why they have them and importantly, what it is going to achieve for them and their loved ones.
Take Pensions for example, I believe that pensions should be a dynamic wealth creating asset that offer true value to the owner. I want to make sure that my clients, know what their pensions are invested in & why, what the annual charges are and what percentage of their contributions are making it into their Pension.
There are some really good financial solutions available to clients which get lost in translation due a tendency for the industry to over complicate things. My job as an adviser is to look at peoples individual circumstances and see what ways I can make their financial situations easier with the knowledge and tools available”.
- National Certificate in Business and Marketing (Dublin Business School 2003)
- Professional Diploma in Financial Planning, Qualified Financial Adviser (QFA), LIA (2006)
- Diploma in Taxation (Dublin Business School 2010)
- Professional Diploma in Retirement Planning Advice (RPA), (LIA / Institute of Technology, Sligo 2021)
- Professional Diploma in Investment Management, Specialist Investment Adviser (SIA) (LIA / Institute of Technology, Sligo 2022)
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