Meet the Team
We are a family run business that understand all clients financial worries. Our goal is to help them achieve Financial Health and Wellness.
Adrian Godwin CTA FCCA QFA RPA
Senior Financial Consultant
Adrian is co founder and managing director of Oaktree Financial Services. Adrian qualified as an Accountant and Tax Advisor with one of the Big 4 companies and has worked extensively on Estate Planning and Wealth Management projects.
Adrian has also worked on a number of investments projects for investment funds and US colleges including Yale, Harvard and Hewlett Packard.
Having gained the Qualified Financial Advisor status in 2010, Adrian went on to establish Oaktree Financial Services with a view of ensuring that clients’ needs were put first and that sound, clear investment options were given.
Adrian has a very special way to help clients simplify extremely complex issues and offer them reassurances with best practice options. With his unique skill set and qualifications, clients achieve a fully rounded and thought out life plan with which they can work with.
Tracy Sumstad QFA RPA SIA
Senior Financial Consultant
Tracy is a highly qualified and experienced industry specialist with over 20 years in the Finance Sector. Her extensive experience in Ireland and internationally puts her in an ideal position to provide advice on all areas of financial planning needs and corporate solutions.
Tracy’s priority is to help clients identify what is particularly important to each of them with a focus on their values and goals. Her strength is to empower companies and individuals to make well-reasoned financial decisions that help them protect, safeguard and enhance their wealth and success..
Tracy strives to help people with their financial planning needs. She values one-to-one interactions with people, helping them plan and achieve their objectives is what really gives Tracy job satisfaction. Her vast experience with both personal and corporate clients puts her in an ideal position to provide advice on complex financial matters.
Ciara Tobin CIP QFA
Life & Pensions Administrator
Ciara is the champion of ensuring that the life and pensions advisor support is running effectively and efficiently. She is extremely client-focused and thrives on all the challenges that arise to make sure that the people we’re in business to help will always receive the very best service.
Denis Ahern QFA
Mortgage Specialist
Denis works with clients to help them prepare for a successful mortgage application and goes beyond the call of duty to ensure that all clients can purchase/buy their dream home.
Denis is also a Qualified Financial Advisor and works closely with his clients to develop a life plan and to ensure that his clients are on target to secure the future they want.
Paul McNamara QFA, SIA, RPA
Financial Planner
He has completed his Qualified Financial Adviser (QFA) designation, along with the Specialist Investment Advice (SIA) and Retirement Planning Advice (RPA) qualifications and is currently working toward achieving his Certified Financial Planner (CFP) designation.
Paul prides himself on building strong client relationships through trust, transparency, and clear communication, helping clients make confident and informed financial decisions
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
How Diversification Protects Your Investments
When it comes to investing, one of the most important principles to understand is diversification. It's a concept that's often mentioned, but not always understood. In simple terms, diversification is about spreading your investments rather than relying too heavily on...
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When managing your finances, one of the most common questions is whether you should focus on saving or investing. While both are important, they serve different purposes within a financial plan. Understanding how each works and when to prioritise them can help you...
What Happens To Your Pension When You Change Jobs?
What Happens to Your Pension When You Change Jobs? Changing jobs usually comes with a long list of things to think about... New role New routine Getting settled in. One thing that often gets overlooked during that transition is your pension. It’s easy to assume it...
