
Shirley Heffernan
ACA, CFP®, MSc, BA, SIA, RPA, QFA
Director
Shirley is a member of Chartered Accountants Ireland and is a Certified Financial Planner™.
She is a firm believer that being qualified to the highest standard is essential in providing expert advice to her clients. She has spent eleven consecutive years studying, starting from her college degree, through to her Masters, followed by her Chartered Accountancy qualification, right up to her most recent accolade – the prestigious gold standard Certified Financial Planning certification, the world’s most respected financial planning designation.
Holding a Masters in Finance & Capital Markets, Shirley has strong analytical competencies and expertise in portfolio analysis, investment management and corporate finance.
As a Chartered Accountant, Shirley has a wealth of knowledge and experience holding roles in both industry and practice. Over a short period of time, she has progressed her career in industry to positions of Financial Controller and Finance Director.
Shirley is amongst a select group of professionals in Ireland who possess her unique combination of qualifications, skills and past experiences. This empowers Shirley to deliver an exceptional level of advice to her clients.
In her spare time, Shirley enjoys walking her Maltese dog Ollie, spending time with family and furthering her education and knowledge on all things finance.
Contact Details
shirley@charteredfinancial.ie
087 – 0539226

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