Advisor Profile

Gerard O’Brien has built a distinctive and invaluable background in law and international financial advisory, allowing him to employ financial strategies and methods that are unique to the financial services industry in Ireland today.

For the past 16 years, he has been guiding clients globally through the various complexities associated with financial planning and wealth management. Gerard has built a strong reputation for delivering high-quality advice and excellent results for clients. He was most recently a Senior Advisor at Bank of Ireland Private Banking for 8 years, where he advised clients in all areas of investment management, retirement and succession planning.

Up until 2007, Gerard was a Senior Advisor for 7 years to clients based in Europe, Africa and the Middle East, where he advised on investment opportunities, estate succession and tax efficient structures with the leading global advisory firm, HSBC Private Banking. Gerard is qualified to the highest levels in law and finance, both in Ireland and Internationally. He recently obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, considered to be the world’s most prestigious financial planning qualification. Gerard is a member of the Financial Planning Standards Board (FPSB Ireland) and The Institute of Banking.

Financial Qualifications

  • CERTIFIED FINANCIAL PLANNER™ CFP® – Financial Planning Standards Board Ireland
  • Graduate Diploma in Financial Planning – University College Dublin
  • Qualified Financial Advisor QFA – The Institute of Banking (Ireland)
  • Corporate Finance – Chartered Institute for Securities & Investments (UK)
  • Financial Planning Certificate – The Chartered Insurance Institute (UK)

Legal Qualifications

  • Law Degree LL.B (Hons)
  • Masters of International Commercial Law (LL.M)