Kate joined Ollie Moran Financial Services in 2021 as a Financial Advisor. She holds a Bachelor of Business Studies Degree from the University of Limerick, and a Postgraduate Diploma in Financial Planning from the Atlantic Technological University. She has been an accredited Qualified Financial Advisor and Retirement Planning Advisor since 2018 and a Certified Financial Planner® since 2024. Kate has previously worked in Investment Banking, and also as a dedicated Corporate Pensions Specialist with a global insurer. Kate has a keen interest in Personal and Corporate Financial Planning across Protection, Pensions and Investments, and is passionate about Behavioural Finance and boosting Financial Literacy. She is a current member of the Life Insurance Association.