Joe Murphy – FIIPM ACII
Joe has spent the last 40 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 a Director of IFS Trustee Services Ltd an approved Pensioner Trustee Company and is a member of the Association of Pensioneer Trustees Ireland and the Irish Institute of Pension Managers.
Peter Ashe-Browne Dip PMI APA Health Insurance Advisor
Peter is our resident Health insurance expert. Peter has been advising on health insurance for the last 8 years and has helped clients find the most appropriate private medical insurance plan for their specific needs.
Duncan Duke, QFA RPA PTP
Duncan has been working in the Financial Services Industry in Ireland since arriving from Australia in 1996. He is a Qualified Financial Advisor, Retirement Planning Adviser, Pension Trustee Practitioner 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. He is a founding Director of Inverdea Financial Services Ltd.
Suzy McComish QFA
Suzy joined Inverdea in October 2019. She worked in Davy for over 4 years and has 10 years’ experience in the financial services sector.
She is a Qualified Financial Advisor and is currently studying with the LIA to qualify as a Retirement Planning Advisor.
Suzy can assist you with any of your financial planning needs.
Robbie Levis, BMIS QFA
Client Services Manager
Robbie joined Inverdea Financial Services in November 2007 as a Client Services Manager, Robbie worked in Ulster Bank for 4 years. He is a Qualified Financial Advisor and our mortgage expert. Robbie can advise clients on home loans, investment property loans and commercial property loans.