Meet the Team

by | Apr 15, 2019

Michael Kavanagh QFA APA

Michael Kavanagh QFA APA

Wealth Management DIP

Michael Kavanagh started his career in financial services in 1995. He held appointments with IIB homeloans, Permanent TSB, Bank of Ireland and First Active as a mortgage intermediary.

Michael subsequently worked with Bank of Ireland Life where he held the position of Insurance and Investments Manger advising the banks clients on Financial Planning and Financial Products.

In 2005 Michael was appointed as Commercial Branch Manager with Ulster Bank where he managed the day to day function of bank branch. Michael gained vast experience in business lending and mortgages.

Michael is a Qualified Financial Advisor (QFA) and holds a Diploma in Wealth Management. He also is an Approved Product Advisor (APA) in both Commercial General Insurance and Personal General Insurance products. Kavanagh International Wealth Management (Michael’s Company) is licensed by the Central Bank of Ireland to provide clients with products from over 13 product providers. The firm is also licensed to provide advice on Self Directed funds, UCITS, Listed Shares & Bonds, Collective Instruments, Deposits, Receiving & Transmitting client funds and is a regulated Mortgage Advisory firm.

Michael is a member of the Insurance Institute of Ireland, Brokers Ireland, and was Chairman of the Life Insurance Association Southern Region in 2015

Lisa O’Carroll

Lisa O’Carroll

Mortgage Advisor

Lisa O’Carroll has over 14 years’ experience in the financial industry. She holds a degree in Business and Management with the Irish Management Institute and has an APA in Loans.

Lisa has worked for 12 years in lending and finance with specific roles in Asset Finance. In more recent years, Lisa has concentrated on the Mortgage market and ensures the highest level of customer service when it comes to searching the market for the best rate and terms for our customers.

Contact Details

 

Phone: +353 87 063 2602
Email: michael@kwm.ie
Address:
3 Joyce House,

Barrack Square,
Ballincollig,
Co Cork.
Ireland

 

Where we are

 

 

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