2013 - 11.11.11
Tony O'Neill is a Regulated Financial Advisor CPD Member of LIA authorised to advise in all areas of Financial Planning from Investment to Life Mortgage Income Illness Protection, Pension and Savings.
Regulated and Licensed as a Insurance Intermediary by Central Bank of Ireland.
Member Professional Irish Brokers Association PIBA LIA Institute of Bankers.
Contributor to Investment Protection Scheme Indemnity Protected. (Terms of Business on Main Web Page)
Tony O'Neill is also an International Member of Financial Planning Association accredited October 2010.
Tony O'Neill became a member of Ireland Poland Business Association 2011.
Arranged over 3,100 individual advices including pensions, investments and inheritance planning in the last 11 years and has strong bias towards ethical best financial advice for my customers at all times.
Vast experience in financial services industry in having worked initially in bancassurance with Bank of Ireland Life. Invited to join IMC Ireland’s largest mortgage and insurance brokerage,where he continued to advise clients until September 2009 prior to launching tonyoneill.ie in October 2009 having secured a tied agency franchise with Canadalife Ireland, finally progressing to innaugurate his Multi-Agency Brokerage offering all life products, 2011.
The recent years have seen financial turmoil both for individuals, families and companies
Without doubt if ever we needed to restructure our finances and plan for the next years, it is now. This is the main reason why I decided to set up my own business now came from recommendations from my clients., my strength is taking ownership for the recommendations that I give to my clients and having full knowledge and understanding of the product that I recommend.
The business of financial advice should be based upon best advice for the customer needs, earning and building on trust, ensuring that my customers understand the service or product fully. Review that advice annually and always be empowered with the latest industry standards and information.