
Sean Lynch QFA CFP
Regional Sales Manager

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About me
Lifestyle Financial Planner | Retirement Planning | Protection | Savings | Investments | Financial |
Education

Life Insurance Association
2011 - 2014Certified Financial Planner Lifestyle Financial Planning and Asset Management HonoursThe Life Insurance Association (LIA) run various courses for life assurance professionals. I achieved the following designations Qualified Financial Advisor( QFA), Fellow of the Life Insurance Association (FLIA), Graduate Diploma in Financial Planning

Life Insurance Association (LIA)
1993 - 2009QFA, FLIA Financial Services
Regional Technicial College
1982 - 1984Electronics electronics
Colaiste Chriost RI
1974 - 1978Leaving Certificate Leaving CertificateI completed my Leaving Certificate in Colaiste Chriost Ri

Colaiste Chriost Ri
1974 - 1978Leaving Cert secondary school
University College Dublin
-
University College Dublin
2011 - 2014Graduate Diploma in Financial Planning Financial PlanningI graduated from UCD in 2014 with as a Certified Financial Planner. This is a Fetac level 9 course and allows me to use the CFP mark . This is recognised all over the world. There are only 300 people currently in the country with this qualification.
Experience

Royal Liver Assurance
Jan 1990 - Jan 2005Regional Sales ManagerI was the Regional Sales Manager for the lower half of the country. We had a salesforce of 100 people covering from Galway to Arklow.

Life Insurance Association of Ireland
Jan 1993 - nowMemberThe Life Insurance Association was founded in Ireland in 1978. It is a training and educational organisation whose primary aim is to raise the competency and standing of life assurance professionals in Ireland. Its main achievement was the introduction of a industry wide qualification to advise on life assurance sales. QFA stands for Qualified Financial Advisor and consists of 6 exams spread across 4 years. I was the chairman for the Cork area in 2006

LIA
Jan 1993 - nowMemberI was the Chairman of the Southern Region in 2006. This involved organising regular educational meetings for the 400 strong members in the Cork and Mallow area. The educational meetings were based on empowering advisors to give better financial advice.

The ICES group
Jan 2002 - Jan 2008Regional OrganiserI organised the events and the speakers at our monthly meetings. The range of speakers were from business, property investors and share investments. It was an "open forum" type meeting. The success of the meetings was the willingness of people to share their own ideas and experiences.

Mallow Chamber of Commerce
Jan 2004 - nowMember and former PresidentThe Chamber of Commerce represents the business community of Mallow. We do this by promoting Mallow through our web page and social media.Mallow Chamber has over 120 members.

Canada Life
Jan 2005 - Jan 2005Sales ManagerI was a sales manager with Canada Life in Cork. My sales team consisted of 10 salespeople and they operated from the Cork office on the South Mall

BNI Global
Jan 2005 - Mar 2010BNI is the Business Network International . It is comprised of chapters who meet once a week ,normally at 7am . They allow only one person per category in each chapter. The concept is that the group works together to get referrals for each other .Their motto is GIVERS GAIN. I was the mentor to 3 active groups. I would visit these groups on a monthly basis and troubleshoot any problems they would have.
Assistant Director
Jan 2006 - Mar 2010Director
Jan 2005 - Jan 2009

Qifa Financial Planners
Jan 2006 - nowManaging DirectorQifa Financial Planners are a firm of financial planning advisors .We have a holistic view of financial planning for our clients. We advise on retirement planning, investment advice ,life and pension audits,wealth protection and succession planning.We also provide lifestyle financial forecasting for our clients.This allows you to plan into the future by modelling various different scenarios.This can be achieved by cashflow modelling and creating various different "what if" scenarios.

North Cork Business Alliance
Feb 2008 - nowMemberWe are a group of business people from North Cork who meet every Friday morning at 7.30- 8.30am. We provide support, mentoring and referrals to each other. Currently we have 35 active members.

MDRT--Leprechaun Life
Jan 2015 - Jan 2016Guest
Licenses & Certifications

Certified Financial Planner
Financial Planning Services BoardOct 2014
Honors & Awards
- Awarded to Sean Lynch QFA CFPMallow Business Awards Professional Services Category winner Mallow Business Awards 2014-Professional Services Category Nov 2014 Barry Group in association with the Mallow Chamber of Commerce run the Mallow Business awards every 2nd year. They run several different categories.
Volunteer Experience
Member & former President of Mallow Chamber of Commerce
Issued by Mallow Chamber of Commerce on Jan 2004
Associated with Sean Lynch QFA CFP
Languages
- enEnglish
- teTeenage grunt
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