We offer professional and impartial Financial Advice to clients looking for SMART financial solutions across Life Insurance, Pensions, and Investments. We specialize in developing long-term financial plans that guide our clients through their various stages of life.
Our focus is to engage with our clients on both a personal and professional level; to listen, ask questions and really understand what an individual or company wants to achieve.
Sometimes this can be something quite simple, other times a more holistic, long-term financial strategy is required to achieve their need or objective.
Principal and founding member of Smart Financial
As the Principal and founding member of Smart Financial, Mark’s focus is to develop and maintain long-term relationships with clients seeking professional and honest financial advice. He is also responsible for ensuring all aspects of the business is run efficiently as well as ethically and believes that open communication and shared ideas allows for enhanced performance in the workplace.
Mark found his passion starting off his career in the Life Insurance industry in 2005. From there he has gained a wealth of knowledge in the areas of Pensions, Investments and the Protection business. After becoming a Qualified Financial Advisor (QFA), he took the bold step of setting up his own brokerage “Smart Financial” in 2015 where he was shortlisted for the coveted ‘Best new Brokerage’ accolade imparted by the Professional Irish Brokers Association (now Brokers Ireland LPI awards).
His aim is to work in clients’ best interests, to identify their expressed financial needs and concerns with the objective of finding suitable and tailored financial planning solutions and meeting their desired financial goals. To achieve this, he meets with clients on a regular basis to discuss their financial situation and make sure they are on track to achieve their financial objectives.
Qualified Financial Advisor
As a senior Financial Advisor at Smart Financial David’s focus is to engage with his clients on both a personal and professional level, to listen, ask questions and really understand what individuals or companies want to achieve. Sometimes this can be something quite simple, other times a more holistic, long-term financial strategy is required to achieve their need or objective.
David’s clients range from CEO’s to sole-traders to PAYE workers who want Smart advice. They all know what to expect from him- a friendly, knowledgeable, dedicated and transparent service, and he prides himself on going the extra mile for every client. This approach has allowed him to grow his portfolio exponentially, through word of mouth alone, since joining Smart Financial in 2016.
After completing an international commerce degree in UCD he began working in BNY Mellon, within their funds department. This coincided with the economic crash of 2008 and whilst challenging, navigating this crisis with his clients at the time proved to be a valuable learning experience. He then lived in Mexico for several years, growing and managing a business of his own. After many enjoyable years, and like so many Irish people living abroad, he and his family decided to move home! The decision was made to return to financial services, but this time as an advisor, and he studied for his QFA (qualified financial advisor) certification.
Smart Financial was established in 2015 and was nominated for Ireland’s best new brokerage award in its first year trading. He was drawn to their fresh approach to financial advice, led by a youthful team of intelligent professionals. He joined Smart Financial in 2016 and has worked his way up to being their most senior advisor, and trusted member of staff.
Qualified Financial Advisor
As a senior Financial Advisor at Smart Financial, Sean is entrusted with assisting clients by providing professional advice, taking into account their current financial needs and circumstances, and developing astute financial plans with product solutions in line with their financial objectives and priorities.
Originally from the island of Achill, Sean moved to Dublin in 2011 to begin his career working in financial services where he developed a wealth of knowledge and experience in the industry, and has continued his journey, joining Smart Financial in 2018, as a valuable member of our team.
Due to his passion for helping people, he always aims to find the most effective way to maximise the value he can add to every client interaction, helping to achieve his clients’ financial objective in the shortest possible time.
Sean is an expert at conducting full financial reviews and strongly believes that this serves as a solid base-point for achieving any long-lasting financial goals.
Arthur Lustosa do Amaral
Financial Consultant & Compliance Assistant
Holding a bachelor in Accountancy from University of Brasília, Arthur began his professional career in the banking environment in Brazil. He worked 2 years in the Cooperative Banking system, where he acquired an extensive understanding of Financial theory and its practical implications.
Thereafter, he decided to broaden his knowledge by enrolling on a Higher Diploma in Economics at UCD – University College Dublin. Upon graduating, he was given the opportunity of joining Smart Financial, furthering his career in financial services. He has then completed his QFA (Qualified Financial Advisor) certification, which makes him suitably qualified to provide Financial Advice in the Irish financial services environment and he is currently in the process of completing his Professional Diploma in Compliance by the Association of Compliance Officers in Ireland.
As a Compliance Assistant at Smart Financial his focus is to ensure that all areas of the financial planning process are managed efficiently and with due diligence. He works closely with the senior Financial Advisors & with the company’s Principal to ensure full compliance of the operation while also working on financial advisory for his own client base.
Personally, he has a keen and genuine interest on engaging with people and helping them achieve their goals. In the workplace, he makes it his priority to ensure that every action taken is served in the best interests of clients.
Marketing Manager & QFA
As Marketing Manager at Smart Financial, Zach is entrusted with business development and developing best practice marketing solutions that effectively communicates the company’s financial planning expertise, aligning Smart Financial’s unique product solutions with client financial needs and priorities.
Originally from South Africa, Zach moved to Dublin, Ireland in 2020 to further his career in Financial Services with the intention to join Smart Financial and add value to the team. His impressive business accolades include a Degree in Brand Building and Management, a post-graduate Diploma in Financial Planning as well as 7 years experience as a Financial Planner in South Africa, making him suitably qualified in the field of marketing and Financial Services.
Having recently completed his QFA (Qualified Financial Advisor) certification in 2021, this makes him suitably qualified to provide financial advice in the Irish financial services environment.
Qualified Financial Advisor
As a Financial Advisor at Smart Financial Peter aims to engage and assist new and existing clients. Whether it be a self-employed sole trader, an employee or director, each client requires a unique approach depending on their own personal financial situation. At Smart Financial Peters role is to establish a seamless understanding between the client and advisor as he manages their day to day financial needs and objectives.
Originally coming from a family run business in Letterkenny, Co. Donegal, Peter knows what it takes to work in a successful SME business. Becoming a Qualified Financial Advisor (QFA) in 2020 Peter joined the Smart Financial team. Having joined during the Covid-19 Pandemic meant that guiding clients through their financial journey became even more imperative, due to the economic and societal uncertainties.
Being a highly motivated member, Peter has enjoyed success since joining the team in Dublin and demonstrated his knowledge of investment and pension products both of which he takes a particular and keen interest in helping and advising clients with on a regular basis, ensuring they are financially secure at every step of the way. Currently completing his RPA designation (Retirement Planning Advice), he continues to broaden his knowledge in the financial services and planning sector.
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