Meet the Team

Barry Kerr BBS QFA CFP®

Barry is a CERTIFIED FINANCIAL PLANNER™ and Managing Director of Wealthwise Financial Planning, he has over 20 years of experience in various roles within the Financial Services Industry.

Before setting up Wealthwise Financial Planning, Barry most recently worked as a Private Banking Manager with Bank of Ireland where he advised High Net worth clients on all areas of Wealth Management and Financial Planning. Prior to that he was a Senior Financial Consultant with Cornmarket Group financial Services.

He received a Bachelor of Business Studies from DCU, Post graduate Diploma in Financial Planning from UCD, is a Qualified Financial Advisor (QFA) and CFP® Professional. Barry is a member of the Financial Planning Standards Board (FPSB Ireland),the Society of Financial Planners of Ireland (SFPI) and The Institute of Banking .

Brian Trainor QFA MSc CFP®

Brian is a CERTIFIED FINANCIAL PLANNER™ and Director of Wealthwise Financial Planning. He is a Qualified Financial Adviser(QFA) and also holds a Masters in Financial Services from UCD.

Brian manages our Galway office based in Oranmore. Brian spent 12 years as a Senior Private Banking Manager advising HNW clients for Bank of Ireland Private Banking. He has vast experience in Investments, pensions , protection and all areas of wealth management. Prior to joining Bank of Ireland , Brian spent 15 years working in the medical device industry in various engineering and Production management roles. Brian is a member of the Financial Planning Standards Board (FPSB Ireland),the Society of Financial Planners of Ireland (SFPI) and The Institute of Banking .

Conor Harte BFS QFA LIB CFP®

Conor is a CERTIFIED FINANCIAL PLANNER™ and brings over 28 years experience in Banking and Financial Services. Most recently he held the role of Private Banking Manager with Ulster Bank. Prior to that he held a number of Management roles with Ulster Bank, ACC & First Active.

Conor has extensive experience in the areas of Wealth Management, Commercial Lending & Business Development. Conor holds a Bachelor of Financial Studies Degree from UCD and recently completed a Postgraduate Diploma in Financial Planning as well as achieving the prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) Qualification.

Conor is a member of the Financial Planning Standards Board (FPSB Ireland),the Society of Financial Planners of Ireland (SFPI) and The Institute of Banking . A native of Ballinamore county Leitrim, he is a keen GAA fan and also takes part in triathlons to keep in shape.

Andrea Kerr BA, M.Ed, QFA

Andrea is a Qualified Financial Advisor, and is Manager of Operations at Wealthwise Financial Planning since its establishment in 2014.

She has over 20 years experience in various office & project management roles. Andrea’s main roles within the business include Office Management, Compliance, Accounts, Administration systems development and Business Development.

Amanda Frayne APA in Investments, Loans, Regulation and Financial Advice

Amanda works in the Wealthwise Client Services Department and has extensive work experience in the Financial Services Sector, having previously worked in Bank of Ireland Private Banking as a Client Services Manager. Amanda is currently studying for the QFA.

Shaun Chandler QFA

Shaun is currently working with Wealthwise Financial Planning under the Life Insurance apprenticeship in conjunction with Sligo IT and the LIA.

Shaun has Financial Services experience from a number of years working Avant Card in Carrick on Shannon and works in the capacity of Financial Administrator within Wealthwise Financial Planning.

Nicole Murphy QFA

Nicole is Client Services Executive at Wealthwise, dealing with all aspects of financial administration, with a number of years experience in Avant Card, Carrick on Shannon working as a credit underwriter and in customer sales.

Nicole is APA qualified in Pensions, Regulation and Loans with the Institute of Banking and is currently working to achieve the QFA qualification.

Kevin O’Boyle QFA

Kevin was the Managing Director of Unique Financial Services Ltd, Athenry, Co Galway from 2017 to 2024 before merging with Wealthwise Financial Planning.

Kevin has over 31 years of experience in the financial EA services Industry, starting his career as a financial Advisor with New Ireland he was then a Financial Planning adviser with FBD Life and Pensions from 1995 until late 2016. Throughout his career kevin has provided impartial advice to clients all over the country developing strong and long lasting client relationships.

Cathal Saunders MSc

Cathal is the newest addition to the Wealthwise Client Services Department and comes from a Consumer Psychology background with experience handling and analysing consumer data.

Cathal is QFA Life Assurance qualified and working towards his full QFA designation.