Meet the team

Jason O’Connell QFA

Jason is a dual authorised financial planner with almost 2 decades' experience in wealth management and business development. Among other accolades he is a notable expert in UK and Ireland cross border retirement holding the QFA designation in Ireland, and both the Pension Transfers & Planning Advice – Chartered Institute for Securities & Investment (CISI) and R04 (Pensions and Retirement Planning) accreditation in the UK.

Background

Jason is a dual authorised financial planner with almost 2 decades’ experience in wealth management and business development. 

Among other accolades he is a notable expert in UK and Ireland cross boarder retirement holding the QFA designation in Ireland, and both the Pension Transfers & Planning Advice – Chartered Institute for Securities & Investment (CISI) and R04 (Pensions and Retirement Planning) accreditation in the UK. 

“I have extensive knowledge and experience in cross-border financial planning that allows my national and international clients to achieve the most out of their pensions, investments and lives.

“Over the years, I have become very well connected, and now I can always exceed my clients’ expectations – no matter how complex or nuanced their need or situation.

“I am happy to help you manage a wide range of financial matters. This includes retirement planning, international pension analysis, investments, inheritance, savings, life assurance, critical illness cover, multi-jurisdictional estate planning and international wills.

“If you are planning an international move, or have already done so, I welcome the opportunity to discuss with you how to maximise the benefits of your pension, investments and financial planning situation.”

Professional qualifications

Ireland

Australia

UK

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If you are planning an international move, or have already done so, I welcome the opportunity to discuss with you how to maximise the benefits of your pension, investments and financial planning situation.

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