Nicky brings 35 years of experience and expertise in the areas of Brand, Communications, Culture and Marketing Strategy. He holds an MSc (Business Administration) from Trinity, is a Fellow of the Marketing Institute and was recently awarded a distinction in his Diploma in Artificial Intelligence for Business from UCD.
Paula has 25 years experience in financial services, including senior roles at Davy, Pershing Securities, ABN Amro, HSBC, and KPMG’s Regulatory Advisory practice. She holds a law degree from Trinity College Dublin and is a Fellow of both the Institute of Chartered Accountants (FCA) and the Chartered Institute for Securities & Investments (FCSI). Paula is … Continued
Roisin brings nine years of experience in financial services across Ireland and Australia. With a degree in Communications from DCU and a strong background in HR and business operations, she excels in supporting wealth management teams to achieve strategic goals through effective planning and operational excellence.
Kate has over 20 years’ experience in financial services delivering exceptional client services to private clients in wealth management and pensions. She is a Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA) and Retirement Planning Advisor (RPA) and holds a Post Graduate Diploma in Business in Financial Planning.
Caoimhe brings a strong analytical foundation with a Bachelor of Science in Economics and Mathematics from the University of Limerick. As part of our Investment Team, she specialises in client reporting, market research, and providing insightful investment analysis.
Mikey is a Wealth Manager at Fordel, partnering with our directors to serve and guide our valued clients. A Qualified Financial Advisor (QFA), Mikey completed his QFA exams and also holds a degree in Business Studies, specializing in Management, from Dublin City University (DCU).
Michael Halloran CFP® holds Master’s degrees in Financial Services and Strategic Management. With over 15 years experience with global wealth advisory firms he delivers transparent, personalised financial advice, helping clients simplify complexity and make confident decisions. His client-first approach aligns with Fordel’s mission to build richer, more empowered financial futures.
With over 15 years’ experience in pensions, investments, and financial planning, Cillian O’Dea is a Qualified Financial Adviser and Certified Financial Planner™ who specialises in advising high-net-worth individuals and families. Known for a thoughtful, client-first approach, he supports clients with tailored strategies across wealth accumulation, retirement planning, and intergenerational wealth transfer. At Fordel, Cillian is … Continued
