PIBA Committee

Chairman
Jarlath Jordan, MoneyButler Limited
Galway City, Co. Galway

Jarlath Jordan is Principal Partner with the MoneyButler Limited based in on Tuam Road in Galway. The business provides a broad range of financial services to its corporate and private clients.

Jarlath started his career with New Ireland Assurance in 1981 and held various branch and senior management positions with the company over the following 20 years, prior to starting his own business in 2002. Jarlath is also a member of the Life Forum Group established by PIBA to hold talks with all the major life companies. Jarlath joined the PIBA Committee in 2006. He was elected as Chairman at the PIBA AGM in May 2011.

Jarlath is married to Fionnuala and has three teenage children. He has a keen interest in GAA, soccer and sports in general. Jarlath believes that while the current economic environment is very challenging there are opportunities for independent financial advisors to become a stronger force within the industry in the future.

Vice-Chairman
Paul Cullen, Life Goals Financial Services Ltd.
Stepaside, Dublin 18.

Paul Cullen is currently the Managing Director of Life Goals Financial Services Ltd. He joined the financial services industry in January 1995 and held positions as a financial advisor and group sales manager with Friends First. His offices are in Qhouse, Sandyford, Dublin 18.

Paul is also a QFA and a member of the LIA and an eight year member of the MDRT (Million Dollar Round Table), with five Court of the Table and two Top of the Table awards.

Paul was appointed to the PIBA Committee in 2009. He is also chairman of the Life sub-committee.

Paul’s interests include music, and as a teenager he was a member of the Rathfarnham Concert Band. He was accepted into the Irish Youth Wind Ensemble as lead saxophonist two years running.

Paul is a keen sports fan and currently Life Goals Financial Services sponsor the Ballyboden St Enda’s Senior B Hurling Team. He also enjoys playing a bit of soccer and golf, and following rugby. In the winter months he is most likely to be contacted in the Austrian Alps as he is an avid skier. Paul is married to Nathalie and has two daughters, Laura and Emilie.

Treasurer
Liam Carberry, Liam Carberry Financial Planning
Sutton, Co. Dublin

Liam Carberry is a long-standing member of PIBA and was actively involved as a Director of the PIBA committee between 2002 and 2008. Liam held the position of Vice President of the PIBA committee in 2005 and was elected Chairman of PIBA in 2006. At the AGM in May 2007 a special resolution was passed allowing Liam to remain on the committee for a further year as Vice Chairman. Liam was re-elected to the committee at the AGM in May 2009.

Liam began his career in the insurance industry 20 years ago when he served as a tied agent with Friends First. In 2000, Liam established Liam Carberry Financial Planning in Sutton, Co. Dublin. Liam sat on the Financial Services Consultative Industry Panel from 2004 to 2008 and is currently a member of the PIBA Legislation and Life sub-committees. Liam currently sits on the board of the PSAB-GI. The Board’s principal aim is to implement and maintain a programme of Continuous Professional Development and all related activities for registered CIP diploma holders in general insurance.

Liam is a member of the Irish National Taekwondo Association (ITF) and holds black belt status. He is also coach to the Irish national team, who won 13 medals in the European Championships which took place in May 2009 in Spain.

Secretary
Peter Breen, Signature Wealth Management Ltd.
Dundrum, Dublin 14

Peter Breen has spent sixteen years working in financial services. He previously worked with Irish Nationwide Building Society, Ulster Bank and a number of leading intermediary firms in Ireland before setting up his own wealth management business, Signature Wealth Managers.

He holds the QFA and a range of qualifications in the areas of accounting, finance, taxation, life assurance, pensions and mortgages.

Peter joined the PIBA Mortgage Sub Committee in September 2009. He became Chairman of Mortgage Sub Committee in October 2010.

Peter was elected to the Main Committee in May 2010 as a Director.

Originally from Waterford, Peter is married & lives in Dundrum. He has a keen interest in sports including Soccer, hurling and golf.

Maurice Harnett, Fitzgerald and Harnett
Glasnevin, Dublin 9

Maurice Harnett started his career in the industry in 1974. He worked in Phoenix Assurance Co. as a Senior Underwriter. Following this he held the position of Senior Accounts Manager in McDowell Insurance Brokers. Maurice joined up with Derek Fitzgerald to form a new Brokerage (Fitzgerald and Harnett) in 1987.

Maurice joined the PIBA committee in May 2008. He joined the PIBA General insurance sub-committee in 2007 and is currently chairman of the sub-committee. Maurice is originally from Glasnevin. He enjoys golf and is a member of Skerries Golf club

Philip Brennan, PM Brennan Life Assurance Consultants Ltd.
Rathfarham, Dublin

Philip is the chief executive of PM Brennan Life Assurance Consultants Ltd. He started his career working with Hibernian General Insurance before moving on to hold positions with Commercial Union in Australia and in commercial broking in the UK. He returned to Ireland in the early 1990s and joined the family firm, a composite life and general brokerage, becoming chief executive in 2004.

He is a member of both the Life Insurance Association and the Chartered Insurance Institute, holding both the QFA designation and ACII – Associateship of the Chartered Insurance Institute and in 2002 was awarded the title Chartered Insurance Broker.

Philip was appointed to the PIBA committee in 2010 and is currently chairman of the legislation and compliance sub-committee.

Out of business hours, Philip is very active in the outdoor world, being actively involved in mountaineering, orienteering, cycling and athletics. His hobbies frequently take him overseas, climbing in the Greater Ranges on several continents and competing in orienteering events in various European countries. He is a founding member of the DMI – Dublin Mountains Initiative, a recreational lobby group working to improve the facilities for outdoor enthusiasts in the Dublin Hills.

Philip is married with three children and lives in Rathfarnham, Dublin.

Kevin Meehan, BCK Wealth Management Ltd
Mount St, Dublin 2.

Kevin is Managing Director of BCK Wealth Management, a company he set up in 2004. He started his career in General Insurance in 1991 with Eagle Star before moving to the life industry in 1996 with New Ireland Assurance. He then moved to Canada Life where he was a Broker Manager. In 2004 he set up BCK Wealth Management in conjunction with the partners of an established accountancy firm.

Kevin is a Fellow of the Life Insurance Association and is a qualifying member of MDRT. He joined the Life Sub-committee of PIBA in 2009 and the main committee and Life Industry forum in 2010.

Kevin is married to Lynn and they have 4 children. He is a keen sports fan and played Gaelic Football and Hurling and still plays 5-a-side soccer and Golf.

Dixie Collins, Collins Naughton Financial Services Ltd
Ovens, Co. Cork

Dixie is Managing Director of Collins Naughton Financial Services Ltd. based in Ballincollig, Co. Cork. The business provides a broad range of financial services to its corporate and private clients.
Dixie started his financial services career with New Ireland where he worked for 11 years in direct sales. He then joined a local indigenous Broking firm where he held senior management positions with the company over the following 14 years including his appointment as a director of the firm in 2000. During that time he was involved in various sectors of the financial services market including General Insurance, Life & Pensions, Wealth Management and Mortgages. He set up his current Business with his two business partners in 2007.

Dixie joined the PIBA Life Sub Committee in 2009 and subsequently was nominated and elected to the PIBA Main Committee in May 2010

He is an avid follower of all sports but would have a particular interest in local / National GAA and Rugby. He plays Golf as often as possible. He also enjoys Hill walking & Cycling. He is a member of a local Amateur Dramatics Group and has been involved in many of their productions over the years. He also has a keen interest in all types of Music and has taken part in many local musical productions. Dixie is married to Siobhan and they have three children.

Dixie believes that there is, now more than ever, a need for strong honest financial advice which can be provided by local Financial Brokers.

Donal Milmo-Penny, Mylife.ie
Dublin 2

Donal co-founded Mylife.ie in 2007. He is a Qualified Financial Adviser, a Fellow of the Life Insurance Association and a member of the Institute of Bankers in Ireland. He is currently completing a post Graduate Diploma in Financial Planning through UCD’s School of Professional Finance.

Donal is a member of the Life Insurance sub-committee since 2009. He was appointed editor of the PIBA quarterly magazine in 2010, to which he also is a regular contributor. Donal joined the board of PIBA in May 2011.

Donal is a keen sports enthusiast with a particular interest in rugby. He is a playing member of Bective Rangers F.C. where he is also a member of the Executive Committee and has served the club in several high level functions. He is married to Judy and has two children.