Our Story
Qualifications
- Qualified Financial Advisor (QFA)
- Retirement Planning Advice (RPA) Designation
- Honours Bachelor Business Studies Degree
Lisa McCarthy
Lisa assists clients structure a bespoke Financial Plan to achieve their desired Financial goals. After graduating from Waterford Institute of Technology with an Honours Bachelor of Business Studies degree, Lisa worked with Zurich Life Assurance Company for over 13 years before joining Quinlan Financial in 2013. She is a Qualified Financial Advisor (QFA) and Retirement Planning Advisor (RPA). Lisa also holds membership with the Life Insurance Association.
Role
Lisa works closely with our other members of the team to create bespoke Financial Plans for clients to guide them through Life’s Financial journey. She is focused on ensuring that clients receive a personalised service thus brings this wealth of knowledge and skillset to the Firm while building strong long lasting client relationships. She also manages the administration of our existing life, pension and investment business.
Beyond Work
Lisa enjoys spending quality time with family and friends.
Qualifications
- Qualified Financial Advisor (QFA)
- Retirement Planning Advice (RPA) Designation
- Honours Bachelor Business Studies Degree