Morgan O'Connell QFA, CFP®

Morgan O'Connell QFA, CFP® has been working in the financial industry since 2001. From 2001 to 2006, they were the Director of Nourish Catering. From 2006 to 2010, they were a Financial Consultant at Cornmarket Group Financial Services. From 2010 to 2013, they were a Senior Manager at Aria Capital, where they provided asset management services for high net worth clients. From 2013 to 2016, they were an Operations Manager and Personal Insolvency Practitioner at New Beginning Group. During this time, they also provided personal financial planning, budgeting, and financial coaching strategies. From 2016 to 2018, they were a Project Management Consultant at Accenture, where they were responsible for the development and implementation of Communications, Training, and Business Readiness strategies. From 2018 to 2021, they were a Financial Wellbeing Content, Coaching, and Mediation Services provider at Arrow Coaching, where they also provided personal coaching and mediation for couples and individuals in personal financial matters. Morgan also served as a Senior Career Consultant. From 2021 to 2022, they were a Certified Financial Planner at Northstar and LearnLux, where they provided unbiased, non-judgemental, confidential advice to employees on their benefits, compensation, financial life plans, and more. Additionally, they were a Freelance Columnist at the Sunday Mirror (Ireland).

Morgan O'Connell QFA, CFP® has an extensive educational background. Morgan began their studies in 1984 at Rochestown College in Cork, followed by a Bachelor of Business Administration (B.B.A.) from Portobello College in 1998-1999. Morgan then attended Technological University Dublin from 1990-1993 and obtained a Management degree with a focus on Hotels. In 2007, they earned their QFA from www.lia.ie, and from 2009-2012 they completed a Graduate Diploma in Financial Planning from the Institue of Bankers/UCD. In 2012, they obtained their CERTIFIED FINANCIAL PLANNER® certification from the Financial Planning Standards Board. In 2013, they earned their Personal Insolvency Practitioner (PIP) from IOB/LIA/ISI. In 2017-2018, they completed an Advanced Diploma in Personal, Leadership and Executive Coaching from Kingstown College. In 2018, they obtained a Certified Financial Coach from Wise Monkey Financial Coaching.