Wallace Financial Consultants was founded in 1990. The firm is synonymous with discretion and personal attention to the individual needs of clients.
Our team offers a wealth of experience and expert advice, backed by the highest financial industry qualifications, ensuring that our advice is always appropriate and relevant for our clients.
Damian Wallace MSc. QFA. CFP®
Damian Wallace commenced working in the Insurance industry in 1986, he set up Wallace Financial Consultants in 1990 and has developed and grown the business in the intervening years. He has extensive experience in providing financial planning advice to a wide range of high net worth private clients, owners of small and medium sized enterprises and a number of charitable institutions.
An expert in the area of Wealth Management and Financial Planning he is a Qualified Financial Advisor, a Certified Financial Planner and holds a Masters in Financial Services from UCD.
Damian is a former Lord Mayor of Cork and has served as a director on various public boards including the Port of Cork, the National Standards Authority and Cork Opera House where he served as Chairman for over 9 years.
Daniel Wallace BSc. QFA. RPA.
Daniel is a Business Information Systems graduate of University College Cork, a Qualified Financial Advisor and a past pupil of CBC Cork. Daniel commenced his Financial Services career at Fidelity Investments where he was involved in a number of projects across their Workplace & Personal Investing teams.
In 2019, Daniel took up a role as a Workplace Consultant with Cornmarket Group Financial Services where he advised clients in different areas of the Public Sector on their pension entitlements and overall personal finances. Daniel was promoted to the position of Retirement & Investment consultant for the Cork area where he helped clients plan for their impending retirement and supported them throughout their retirement journey.
Catherine is the Office Manager and has been with Wallace Financial Consultants for over 20 years. She manages all aspects of the smooth running of the office and is the first point of contact for clients.
Barbara Crowley MSc. QFA.
Barbara joined Wallace Financial Consultants in 2017 having worked in the financial services sector for almost twenty years. An MSc graduate from University College Dublin, Barbara began her financial services career with Irish life in 2001 before moving into an advisory role in the broker market in Cork for a number of years.
As well as her experience in the financial services industry, she also gained extensive knowledge of the mortgage market. In 2007 she commenced her role as investment property lending advisor to the Private Clients of Ulster Bank. Barbara is a Qualified Financial Advisor and has more recently qualified as an Accounting Technician.
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