Shane Brennan MBA, ACII, QFA, SIA, RPA

Director and co-founder
After nearly 40 years in the industry, Shane has a broad range of experience and qualifications. He is an Associate of the Chartered Insurance Institute, a Qualified Financial Advisor, and a Specialist Investment Advisor. In addition to this, Shane is a Retirement Planning Advisor and holds an Honours MBA.

Mark Haskins MSc, FLIA, QFA, CFP®, RPA

Director and co-founder
A Certified Financial Planner and Qualified Financial Advisor, Mark has over 30 years’ experience in financial services. He also has a master’s degree in Financial Planning, is a Retirement Planning Advisor and is a Fellow of the Life Insurance Association.

Carol Bradford QFA, RPA

Life & Pensions Consultant
Carol has worked in CFS for a number of years and is currently working as a Life & Pensions Consultant. Recently, Carol had taken a more active role in client facing engagements and in delivery on our advice propositions. Carol has over 20 years in the life assurance industry and is both a Qualified Financial Advisor (QFA) and Retirement Planning Advisor (RPA).

Kate Duffy QFA, RPA

Operations Manager
Kate is our operations manager, who is responsible for the smooth functioning of operations and continuous process enhancement across the company. Kate also
works closely with the directors to devise and implement strategic plans to advance the overall goals of the company.

Kate is a Qualified Financial Advisor (QFA) and Retirement Planning Advisor (RPA), with over 7 years’ experience in financial services. Kate also holds an Honours Degree in Commerce International from UCD.

Lauren Gannon QFA

Life & Pensions Administrator
Lauren has worked in CFS since 2019 as a Life & Pensions Administrator. Lauren is a Qualified Financial Advisor (QFA) and looks after both retail and corporate clients. Lauren also holds a BSc (Hons) in Education & Training from DCU.