Eamon Porter CERTIFIED FINANCIAL PLANNER™, Grad Dip, ACII, QFA FLIA SIA, RPA, CUG
Eamon Porter is the Principal of Aspire Wealth Management and is one of Ireland’s leading financial planners with over 40 years’ experience. This includes a career involving two leading insurance companies and a stockbroker, before setting up his own business as a financial planner.
Eamon advises on a wide range of financial issues including investments, retirement planning, efficient tax planning and protection arrangements. He also acts as an Expert Witness for both plaintiffs and defendants in legal actions concerning negligent or reckless financial advice.
He holds a Graduate Diploma in Financial Planning (First Class Honours) from University College Dublin and is an accredited CERTIFIED FINANCIAL PLANNER™ which, internationally, represents the highest level of professional practice in financial planning. He is also a Qualified Financial Advisor (QFA), a Fellow of the Life Insurance Association (FLIA) and an Associate of the Chartered Insurance Institute (ACII). Eamon is also a Specialist Investment Advisor (SIA) and a Retirement Planning Advisor (RPA), as well as holding the Professional Certificate in Credit Union Governance (CUG).
He has a long involvement in Irish financial matters having been one of the inaugural judges for the Moneymate Investment Awards before representing the Irish Brokers Association (IBA) for several years as a board member with the life assurance technology company, Assurelink. He has been an examiner for the Life Insurance Association before becoming the editor of its technical journal “The Professional” from 1995 to 1997.
From 2000 to 2006 he was appointed to the board of directors of the LIA, becoming its President in 2004. In the late noughties he served on the Council of the IBA as well as its Public Relations and Management Committees before chairing its Financial Services Committee.
In 2013 he was one of the founding members of the Society of Financial Planners of Ireland, an organisation specifically formed to raise financial planning standards in Ireland at a practitioner level and in January 2015 became its Chairperson before stepping down from the board in 2018.
His career roles have involved him in policy administration, pensions servicing, financial accountancy, management accountancy, stockbroking, computer strategy development, personal financial advice and behavioural finance analysis. From time to time he also contributes opinion to the financial media and has often written the Money Comment column for the Sunday Times, Irish Edition.
Robert Smith QFA, RPA, PTP, PROFESSIONAL BANKER
Robert is our Client Services Manager, and brings 14 years of experience to the position, nine of these in Wealth Management. This includes a career involving securities dealing with Bank of Ireland, pension’s roles with a global US Insurer, and being a support manager with a leading UK Wealth Manager.
Robert supervises the smooth operation of our governance and administration processes, oversees our compliance obligations framework and is actively involved in the strategic development of the company.
He is a Qualified Financial Advisor (QFA), a Retirement Planning Advisor (RPA), a Pension Trustee Practitioner (PTP), and a designated Professional Banker, and is currently in the process of completing a Graduate Diploma in Financial Planning from University College Dublin.
His career roles have involved him in policy administration, pensions servicing, derivatives trading, economic modelling, process control, data analysis, commissions’ administration and support management.