Michael P O’Sullivan QFA
Michael is a Qualified Financial Advisor and is the Managing Director at Valero Financial Limited. He has worked in the Secure Investment Industry for almost 20 years on both corporate and individual levels – reporting to boards of directors, supervisory committees. Michael has a other various business interests and provided detailed reports in relation to your Financial Objectives and provided the most suitable products and solutions to suit your company and or individual needs.
In addition, Michael is supported by a team of qualified and experienced people who possess a detailed knowledge of the operations.
Kai Soltys QFA
Kai is a Client Account Manager in Valero and is responsible for the day to day running of the office. He has In-depth knowledge of the back office function of the Life offices and the intricacies of the process.
The process from Proposal to Policy is only 50% of the way, the balance of 50% is at claim stage.
Kai has 3 years experience in this function and has assisted in the growth and development of the office. His experience ranges from Mortgages, Life cover to the implementation of complicated Pension schemes.