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About

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 Mission is to provide our clients with enhanced value through smart financial solutions that will place them in a better financial position through every interaction.

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.

Smart Financial Accreditation

Our Team

  • Mark Gallagher

    Director and founding member of Smart Financial

     

    As the Director 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.

     

    Contact Mark for Smart Financial Advice…

    Mark Gallagher
  • Seán Kilbane

    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.

     

    Contact Seán for Smart Financial Advice…

     

    Seán Kilbane
  • Zach Caine

    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.

     

    Contact Zach for Smart Financial Advice…

    Zach Caine
  • Kian Walsh

    Qualified Financial Advisor

     

    As a Financial Adviser at Smart Financial, Kian’s focus is on understanding the financial needs and objectives of his clients and providing solutions and strategies to meet their goals. He achieves this by getting to know his clients, listening and understanding what’s most important to them.

     

    On completion of a BSc Accounting degree in UCC in 2005, Kian worked in Corporate Finance where he gained exposure to private equity investments. He left this role to pursue his passion for the Financial Markets and became a full-time Financial Trader. He was an active market participant during the 2008 Market Crash and subsequent recovery. This experience gave him valuable insights into the importance of risk, diversification and market cycles when investing.

     

    Following a career break and period of travel, Kian returned to Ireland and joined the Smart Financial team. He values building long term relationships with clients and providing financial advice with the utmost honesty and integrity.

     

    Contact Kian for Smart Financial Advice…

    Kian Walsh
  • Jacqui McDonnell

    Qualified Financial Advisor

     

    Having over 20 years of experience in the financial services industry, Jacqui started her career working at Irish Life as a Financial Advisor which makes her incredibly knowledgeable in the areas of Pensions, Protection, Investment business.

     

    She holds a Personal Financial Planning (PFP) degree from the National College of Ireland, and is also a Qualified Financial Advisor (QFA), obtaining her designation from the LIA.

     

    Recently joining Smart Financial in 2021, Jacqui’s focus is to assist clients by providing suitable financial advice with product solutions in line with their financial priorities. From start to finish she constantly aims to place her clients in a better financial position through every interaction while offering transparent and jargon-free advice.

     

    Contact Jacqui for Smart Financial Advice…

     

    Jacqui McDonnell
  • Rory Gleeson

    Qualified Financial Advisor

     

    With over 40 years experience in Business and Personal Banking with AIB, Rory has engaged with a diverse range of clients from the corner shop to large businesses ensuring responsible management and growth of investments ranging from hundreds to tens of millions.

     

    Due to his passion for helping people and building strong relationships, Rory always aims to find the most effective way to maximize value for each client. He delivers on this while providing suitable solutions to help achieve his clients’ financial priorities and objectives.

     

    Contact Rory for Smart Financial Advice…

     

    Rory Gleeson
  • Kevin Scully

    Qualified Financial Advisor

     

    Having completed his Bachelors Degree in Business from Athlone Institute Of Technology along with 10 years experience in the banking industry as a Specialist Investment Adviser (SIA designation), Kevin uses his knowledge and experience with Investments to ensure his clients are placed with better financial outcomes after engaging with him.

     

    Kevin always aims to find the most effective way to maximize value for each client. He is motivated by his passion for financial advice and ensures his clients achieve their financial priorities and objectives at every step of the way on their financial journey.

     

    Contact Kevin for Smart Financial Advice…

    Kevin Scully
  • Nand Kishor Varma

    Financial Consultant & Administrator

     

    Graduating with his Masters (Msc) in Law & Finance from Trinity College Dublin, Nand began his professional career working 3 years in the banking environment, where he acquired an extensive knowledge and experience in financial products.

     

    After deciding to explore the Insurance sector, Nand was given the opportunity to join Smart Financial, furthering his career in financial services. Currently holding the APA in regulation and pensions, Nand is on track to completing his full QFA (Qualified Financial Advisor) certification.

     

    As the Administrator, 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 Financial Advisors to ensure full compliance of the operation.

     

    Personally, he has a keen and genuine interest in engaging with people, and makes it his priority to ensure that every action taken is served in the best interests of clients.

     

    Contact Nand for Smart Financial Advice…

    Nand Kishor Varma
  • Camila Eceiza Petroni

    Office Manager 

     

    Camila is a dedicated professional and seasoned expert in the dynamic realms of law, social media, and viral marketing. Camila Petroni brings forth an impressive career spanning over 12 years. With a robust foundation in law complemented by extensive experience in customer service, technology, and adept people management, she is committed to fostering excellence in every professional endeavor.

     

    Her journey has been characterized by a relentless pursuit of knowledge and a proactive approach to staying at the forefront of evolving industries. Leveraging a comprehensive skill set, she has successfully navigated the intersection of legal intricacies and the ever-evolving landscape of social media and viral marketing.

     

    In addition to her legal prowess, she has honed in on her abilities in customer service, recognizing its pivotal role in building lasting relationships and ensuring client satisfaction. Her tech-savvy mindset positions her to embrace innovation, seamlessly integrating cutting-edge technologies into legal practice and business strategies.

     

    As a seasoned professional, she understands the paramount importance of collaboration in achieving success. A firm believer in the power of teamwork, she is dedicated to fostering a culture of open communication, mutual respect, and collaboration within the workplace. Having managed diverse teams, she recognizes the significance of a harmonious work environment in unlocking the full potential of individuals and driving organizational success.

     

    In today’s fast-paced and interconnected world, she is committed to not only meeting but exceeding expectations, consistently delivering results that align with the highest standards of professionalism. “Let’s connect and explore the possibilities of collaboration, innovation, and creating a workplace that thrives on excellence. Together, we can elevate our endeavors and achieve new heights.”

     

    Contact Camila for your enquiries…

    Camila Eceiza Petroni

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