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Susan Gleeson – Financial Services

• BA in Public Administration, University of Limerick 2000
• Postgraduate Diploma in Technical Communication, University of Limerick 2001
• Qualified Financial Adviser Diploma – LIA 2006
• Certified Diploma in Pension Management – Irish Institute of Pension Managers (IIPM) - Ongoing

"The Financial Services division appealed to me as it was important to gain experience in all areas of financial services while allowing my career to progress. With BDO Simpson Xavier, I was given the support required to complete my QFA qualifications and continue with other relevant studies. My role has progressed from administrating company pension schemes to dealing with investments, life assurance, mortgages, executive and personal pensions.

I have gained invaluable experience in all areas such as pensions, investments, savings, mortgages, protection and life assurance. Dealing with different clients from high net worth individuals to large companies allowed me to gain valuable experience in dealing with different situations each day such as retirement planning, refinancing and investing.

Since joining BDO Simpson Xavier my interpersonal and communication skills have really improved. Dealing with clients on a day to day basis, I often provide presentations to company Trustee and employees. I also prepare tailored Needs Analysis reports for new clients while providing regular reviews for existing clients. You also get to work closely with other BDO departments on various projects.

It is also a very enjoyable place to work and with a strong social environment. The young age profile of the company allow for an excellent work ethos between the various company departments and different management levels making it an enjoyable place to work."

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BDO Simpson Xavier, Four Michael St., Limerick, Ireland Tel. 061 414455 Fax. 061 414172
BDO Simpson Xavier Financial Services Ltd. operate from offices in Limerick and Dublin.
BDO Simpson Xavier Financial Services Ltd. is regulated by the Financial Regulator as an Authorised Advisor and as a Mortgage Intermediary
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