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.
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, 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 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.
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.
Recently joined Smart Financial in late 2021, John is already on his way to completing his QFA designation which will make him fully qualified to advise clients on their personal finances. He currently holds four APA’s that qualifies him to advise on Pensions, and Life Assurance.
Having completed his Honours Bachelor of Business degree at GMIT, now Atlantic Technology University (ATU), John’s accolades coupled with his self-starting attitude motivates and gives him the constant drive to help meet his clients’ financial requirements and achieve their personal goals.
John has demonstrated his knowledge of Life Assurance 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.
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