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Darragh Hogan
Financial Services Consultant @Milestone Advisory
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WORK HISTORY
Financial Services Consultant @Milestone Advisory
Dublin, IE
Milestone Advisory was established in 2014 by CIF Pensions Administration Services Limited DAC (CPAS) to bring expert, impartial financial advice to members of the construction and related industries.Our rigorous approach to personal and company financial planning delivered by our highly qualified team, combined with our specific industry focus brings unrivalled advice benefits to both employers and individuals.Our approach is to assist clients identify and achieve their financial objectives through expert financial planning and advice.• Planning and implementing sales approaches and campaigns with a portfolio of clients in construction related markets.• Identifying financial services needs with both new and existing clients.• Providing professional advice and consultation with respect to client’s financial needs.• Making recommendations and providing solutions to client’s requirements ensuring adherence to compliance regulations and standards.• Building and maintaining client relationships.• Developing & utilising industry connections to expand existing business and optimise new sales opportunities.
EDUCATION
Technological University Dublin
Mechanical Engineering Higher Cert, Mechanical Engineering
University College Dublin
Qualified Financial Advisor (QFA), Financial Planning and Services
Dublin Business School
BA (Hons) Business Studies
Institute of Technology, Sligo
Accredited Product Adviser, Insurance
SKILLS
ABOUT DARRAGH HOGAN
QFA Financial Services Consultant
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