Who We Are
Meet Our Team
CFP® GradDip QFA FLIA CUA APA SIA
Harry is a Partner in Efficient Financial and brings over 25 years experience in the profession.
Harry is a Certified Financial Planner™ Professional, which, internationally, represents the highest level of professional practice in financial planning.
Harry also holds a Graduate Diploma in Financial Planning (Hons) from UCD, is a Qualified Financial Adviser (QFA) and a Fellow of the Life Insurance Association (FLIA).
Harry specialises in Financial Planning for individuals and provides a consultancy service to Pension Trustees and other Professions such as Solicitors and Accountants.
CFP® GradDip QFA FLIA SIA
John is a Partner in Efficient Financial and brings over 35 years’ experience in the profession. John is a Certified Financial Planner™ Professional, which, internationally, represents the highest level of professional practice in financial planning.
John also holds a Graduate Diploma in Financial Planning (Hons) from UCD, is a Qualified Financial Adviser (QFA) and a Fellow of the Life Insurance Association (FLIA).
John specialises in creating rigorous long-term financial plans for private and corporate clients that aimed to maximize returns while minimizing downside risk.
John provides Financial Planning, Wealth Creation and Preservation advice to professionals, business owners, retirees and high net worth individuals. John also advises on Protection to businesses and individuals.
BA DBS QFA
Deirdre has over 23 years in financial services sector in Ireland, and the UK, and is a Qualified Financial Advisor (QFA).
Deirdre has a Bachelor’s of Arts Degree in History & Politics from UCD and a Diploma in Business Studies from the Smurfit School of Business, UCD.
Deirdre uses her experience and a broad skill set to develop and maintain strong and personal client relationships and she brings an intuitive understanding of the personal side of a client’s needs and objectives.
Deirdre understands how many smart, talented people can find financial planning intimidating and she enjoys working with our planners to help them to build a smart and safe plan for our clients.
Derek has over 30 years’ experience in financial services within the Life & Pensions and General Insurance Sectors.
Previous positions with multi nationals such as Aviva Life, Phoenix, BNP Paribas and Danica Pension have provided a wealth of experience in Business Operations, Business Development, and Sales & Marketing.
Derek joined Efficient Financial in January 2013 and is responsible for the operational side of the business.
Client Services Administrator
Netty has 20 year’s experience in Office Administration and Customer Support in a variety of sectors, including Hospitality, Retail, Digital and Financial Services.
Netty has run her own business in the past and is keenly aware of the importance of efficient communication with clients.
Netty joined Efficient Financial in May 2017 and is responsible for all client support and administration.
Henry set up the company in 1976 to provide Insurance Broker and Consultancy services to businesses and individuals.
Although now retired from the practice, Henry holds a position on the Board of Directors and has a keen interest in the development of the Company.
Henry has been an Associate of the Chartered Insurance Institute for over 50 years.