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
Trish Hyland
Accounts Assistant
Working behind the scenes, Trish manages accounts administration, financial records, supplier payments, and internal financial processes with exceptional attention to detail. Her organised and methodical approach helps ensure that Oaktree operates efficiently while maintaining the highest standards of accuracy and professionalism.
Known for her reliability, dedication, and friendly manner, Trish is a valued member of the Oaktree team. Her experience and commitment provide an important foundation that allows the firm’s advisers to focus on delivering outstanding service and financial planning advice to clients. Outside of work, Trish enjoys spending time with her family and is well known within the team for her caring nature and willingness to help wherever needed.
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
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Before You Invest, Ask Yourself One Question Imagine you've just received a work bonus, inherited some money, or sold and investment property. You suddenly have €100,000 sitting in your bank account. Your first instinct might be: "I need to invest this" But before...
The Importance of Financial Planning
Why Having a Plan Matters Many people manage their finances day to day without a clear overall plan. They may be saving regularly, earning consistently and making responsible financial decisions. But without structure, it can be difficult to know whether those efforts...
Back-to-School Costs: How to Prepare Without the Stress
September Comes Around Every Year... So Why Does It Still Catch Us Out? For many families, back-to-school season is one of the busies, and most expensive times of the year. Uniforms Books Stationary Shoes After-school activities Before you know it, the costs have...
Book a complimentary chat with one our expert advisors to begin your financial planning journey with Oaktree.
Registered in Ireland. Company Registration Number: 485462
Oaktree Financial Services Limited t/a Oaktree Financial Services/Oaktree Mortgage Services is regulated by the Central Bank of Ireland under C65992.
CONTACT:
PHONE (LOCAL): 025 30588
EMAIL: info@oaktreefinancial.ie
ADDRESS – FERMOY:
Oaktree Financial Services Ltd.,
10 Pearse Square,
Fermoy, Co. Cork, P61 HF67
PHONE: 025 30588
ADDRESS – DUBLIN:
Oaktree Financial Services Ltd.,
50-56 Merrion Road,
Dublin 4, D04V4K3
PHONE: 01 9020610
