Kelly-Anne Quinn founded Life Planning and has over 25 years of experience in the Financial Services Industry. With her experience within the financial planning sector, Kelly-Anne brings a wealth of knowledge across a wide range of services.
Kelly-Anne is a CERTIFIED FINANCIAL PLANNER™ professional. She believes in client-focused financial planning and works with individuals to create holistic, tailored financial plans that align with each client’s values and goals.
“ I enjoy helping clients identify what is most important to them. By showing them strategies we can put a plan in place that will allow them say ‘Yes’ to those things”
Kelly-Anne was awarded the 2023 LIA Daniel Grimes Gold Medal Award for top student performance within the Postgraduate Diploma in Financial Planning awarded by ATU Sligo
She has also been awarded the following designations:
- Qualified Financial Adviser QFA
- Retirement Planning Adviser RPA
- Financial Planning Risk Adviser FPRA
- Specialist Investment Adviser SIA
- Certified Financial Planner CFP®