Rory Whelan QFA RPA FPRA

Financial Adviser

Louth, County Louth, Ireland

About

I hold a degree in Business from Dundalk Institute of Technology, graduating with a 2:1. During and shortly after my studies, I gained hands-on experience working in the motorcycle repair industry and as a General Operative in an industrial laundry — roles that strengthened my work ethic, resilience, and customer-focused mindset. I began my career in financial services with Irish Life, an industry that particularly captured my interest during my time in DkIT. There, I worked across Customer Service and Formal Complaints Investigation & Resolution, developing a strong understanding of client needs, regulatory standards, and the importance of delivering fair and effective outcomes. After completing the Irish Life Financial Adviser Academy, I progressed into the role of Financial Adviser, supporting clients in making informed decisions and helping them achieve their financial goals. In December 2025, I transitioned to Protection and Prosperity Financial Services, an independent brokerage, where I continue to advise clients with a broader market perspective and a strong focus on tailored, client-centric solutions. Across every role, I remain committed to continuous professional development, high standards of service, and helping clients protect and grow their financial future.

Experience

  • Financial Advisor at Protection & Prosperity Financial Services Limited
    Dec 2025 - Present · 7 mos

  • Irish Life (Full-time · 6 yrs 2 mos)
    • Financial Advisor
      Dec 2023 - Dec 2025 · 2 yrs 1 mo

      Assisting people in reaching their financial goals and setting a plan in place to help them into the future

    • Complaints Investigator
      Apr 2022 - Nov 2023 · 1 yr 8 mos

      Investigating and Resolving formal complaints

    • Customer Service Representative
      Nov 2019 - Mar 2022 · 2 yrs 5 mos

  • General Operative at Linencare Laundries Ltd
    Jun 2017 - Jul 2019 · 2 yrs 2 mos

  • Motorcycle Technician at Autocycles
    May 2015 - May 2017 · 2 yrs 1 mo