Meet the Team
Barry Kerr BBS QFA CFP®
Barry is a CERTIFIED FINANCIAL PLANNER™ professional 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 CERTIFIED FINANCIAL PLANNER™ or 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™ professional 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™ professional 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 CERTIFIED FINANCIAL PLANNER™ or CFP® designation.
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.
Noreen McKenzie BA, QFA, RPA
Noreen McKenzie is the Associate Director and Wealth Management Specialist at Wealthwise Financial Planning in the Galway area. With over 23 years of experience in financial services, she brings a wealth of expertise in wealth management and financial brokering. Noreen is passionate about guiding clients toward confident financial futures and is also known for her leadership role as former National President of Network Ireland.
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 QFA in Investments, Loans, Regulation and Financial Advice
Amanda Frayne is a qualified advisor and 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.
Shaun Chandler QFA, BA (Hons)
Shaun Chandler is a Qualified Financial Advisor (QFA) at Wealthwise Financial Planning with a BA (Hons) in Insurance Practice (Life) from Sligo IT and the Life Insurance Association. Shaun is a valued member of the Wealthwise team and brings both academic depth and frontline experience in financial planning and protection. He is committed to guiding individuals and families in building clarity, confidence and long-term security in their financial lives.
Shaun’s role at Wealthwise centres on providing tailored advice across retirement planning, investment strategies and risk protection, helping clients navigate a rapidly evolving financial-services landscape.
Nicole Murphy QFA
Nicole Murphy is a qualified financial advisor and a dedicated part of the Wealthwise Financial Planning team since 2022. Nicole brings a strong background in customer-facing and administrative support roles, and ensures clients receive seamless, responsive financial advice service—from first contact to ongoing follow-up. Nicole’s attention to detail and service-mindset make her a valuable part of the Wealthwise client journey.
Emmet Feeley QFA
Emmet Feeley BB QFA is a Sales Support Executive at Wealthwise Financial Planning, bringing focused expertise in client services. He supports the team in delivering tailored financial solutions, drawing on his academic background and QFA-qualification to help clients build clarity and confidence in their financial decisions.
