Nicole Walsh QFA

Financial Advisor @ Wealthwise

Carrick-on-Shannon, Ireland

About

As a Qualified Financial Advisor (QFA), I am currently employed with Wealthwise Financial Planning, operating from our Carrick-on-Shannon, Co. Leitrim office. At Wealthwise, our team is dedicated to assisting clients in building, expanding, and safeguarding their wealth through personalised and high-quality financial advice. Our areas of expertise include financial planning, wealth management, investments, pre and post-retirement planning, as well as business and family protection. Our primary goal is to establish ourselves as a Trusted Advisor to our clients, providing them with reliable, unbiased, and trustworthy financial guidance.

Experience

  • Wealthwise Financial Planning (4 yrs 4 mos)
    • Financial Advisor
      Mar 2024 - Present · 2 yrs 4 mos

    • Sales Support Executive
      Mar 2022 - Present · 4 yrs 4 mos

  • Customer Sales Representative at Avant Money
    Sep 2020 - Mar 2022 · 1 yr 7 mos

  • Credit Underwriter at Avantcard
    Jan 2019 - Nov 2019 · 11 mos