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Joe Murphy – FIIPM ACII

Chairman

Joe has spent the last 35 years in the Financial Services Industry in Ireland as an Independent Consultant. His wealth of experience is available to clients in relation to retirement planning, investments, business protection and inheritance tax. Joe is also approved as a Pensioner Trustee and is a member of the Association of Pensioneer Trustees Ireland and the Irish Institute of Pension Managers.
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Duncan Duke, QFA RPA

Director

Duncan has been working in the Financial Services Industry in Ireland since arriving from Australia in 1996. He is a Qualified Financial Advisor and an Approved Product Advisor on general and health insurance. He originally worked as a Financial Advisor with Hibernian Financial Services and recognises the importance of impartial financial advice since moving from a tied position with Hibernian to a role of Independent Financial Advisor.
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Robbie Levis, QFA

Client Services Manager

Prior to joining Inverdea Financial Services in November 2007 as a Client Services Manager, Robbie worked in Ulster Bank for 4 years. He has just achieved his Qualified Financial Advisor qualification.