David Byrne

Financial Planning Coach at Zurich Life

I joined Zurich Life in January 2013, building on my earlier experience with the Pensions Authority (formerly the Pension Board). Since then, I’ve dedicated myself to helping customers take control of their financial future, making retirement and pension planning clear and approachable. As well as providing direct advice to clients, I lead a team of expert financial planners.

My professional qualifications include Qualified Financial Advisor (QFA), Retirement Planning Advisor (RPA), and Pension Trustee Practitioner (PTP) from the LIA. I’m a CERTIFIED FINANCIAL PLANNER™ Professional with FSPB Ireland, a Qualified Pension Trustee, and an Associate of the Irish Institute of Pension Management (AIIPM).

I hold a master’s in Financial Planning and a degree in Politics, giving me broad insight into the financial landscape and its practical impact.

My goal is simple: to help you confidently shape your financial journey. Whether you’re starting out, building your savings, or preparing for retirement, I’m here to help you make brighter decisions for a more secure future.

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