CJK Financial Planning was formed in June 2008 by Colm Kelly, QFA.
Colm has over 16 years experience in the Financial Services Industry. He began his career with Friends First in 1995 before moving onto Canada Life in 1996 where he spent 8 very successful years.
In 2004 he joined Oregan Financial Limited as an Executive Director where he worked for 3 years.
In 1997 Colm successfully completed the requisite examinations stipulated by the Financial Planning Diploma Board, and was admitted by diploma as a Qualified Financial Advisor (QFA). He must participate in the continuous professional development courses to retain his qualification.
Colm is a 15 year member of the Life Insurance Association of Ireland and a 13 year life member of the Million Dollar Round Table. www.mdrt.org MDRT is the premier association of financial professionals.
CJK Financial Planning provides independent financial advice in the following product types: Retirement Planning, Business & Personal Protection and a range of Investment Opportunities. Colm is committed to providing an unrivalled level of professional customer care and service to his clients
Please click the following link to view a video interview with Colm
CJK Financial Planning holds agencies with the following product producers to transact Assurance business:
Canada Life Assurance Limited
Irish Life Assurance plc
Aviva Life & Pensions Ireland Ltd
Standard Life
Wealth Options
New Ireland Assurance Limited PLC
Zurich Life Assurance Plc
Friends First Life Assurance Company Limited
Global Reach Securities Ltd
Oregan Financial Limited
Custom House Capital
Merrion Stockbrokers
Caledonian Life Assurance Co. Limited
BCP
Assurant Intermediary Limited
BESPOKE Investments Limited
Colm Kelly T\A Colm J Kelly Financial Planning is regulated by the Central Bank of Ireland
|
