Meet the Team
Mark O'Sullivan, QFA, FIIPM, QPT, MComm – Managing Director
Mark established Provest Private Clients Limited in late 2017 having begun his career in the area of Investment and Pensions, with roles in McDonagh & Boland Group which has since become Aon, and Pension & Investment Consultants, which is now Mercer. These roles focused on advising the Corporate Market in the areas of Investment strategy and Pensions. This experience led Mark to become a founding Director of Becketts Limited, which was established in 1989. A year later he became Chairman of the Life Insurance Association (LIA) Southern Region.
After 14 successful years, Becketts was acquired by Hewitt Inc., in 2003. Whilst with Hewitt Inc., Mark held the roles of Company Secretary and Compliance Officer. In 2010, Hewitt Inc., was acquired by Aon. As part of this acquisition, Mark took his place as a member of the Senior Leadership Team with Aon. In that role as Director of Becketts Limited t/a Aon Employee Benefits, he utilised his breadth of knowledge and expertise to advise Senior Executives on Pension and Investment related matters.
Mark has over 40 years of extensive strategic management and financial experience in the Pension and Investment industry. A Masters graduate from UCC, he is a fellow of the Irish Institute of Pension Managers in Ireland (FIIPM), a Qualified Pension Trustee, (QPT(IIPM)) and a Qualified Financial Adviser, (QFA).
Kieran McAuliffe CFP ®, QFA, TMITI - Director
Kieran McAuliffe joined Provest Private Clients Limited in January 2019 having previously headed up the Private Client Division in AON's Cork office.
Kieran has over 18 years of Industry experience, having spent most of this time working with and guiding clients through the intricacies associated with financial / retirement planning, investment advice and wealth management. He also has a wealth of experience in supporting Corporate entities with Employee Benefit Planning.
Kieran is a Certified Financial Planner (CFP ®) which is considered to be the world's most prestigious financial planning qualification.
As well as being a Certified Financial Planner (CFP ®), Kieran is a Qualified Financial Advisor (QFA), Tax Technician (TMITI) and a Retirement Planning Advisor (RPA).
Una Jennings QFA - Office Manager
Una joined Provest Private Clients Ltd in January 2019. Una has worked in the Financial Industry since 2001 where she began her financial career with City Life. Una joined Aon in 2003 and remained there until December 2018.
Una is a Qualified Financial Adviser (QFA) and has a wealth of experience in all aspects of financial planning including Pensions, Investments, Savings, Protection and Group Pensions. Una has worked in various roles within Aon and progressed to a Paraplanner providing Financial Planning Cashflow presentations and reports to clients.
Una has also previously worked alongside Mark O'Sullivan and Kieran McAuliffe in their previous roles. Una also holds a Diploma in Business Management and a Certificate in Legal & Insurance.
Martina Dolan FIATI, MIPA
Martina joined Provest Private Clients Limited in May 2019. having worked for nearly 20 years in Financial Services. She began her career with EY Cork, providing support to businesses in the SME sector. She then joined Hyland Johnson Murray where she performed bookkeeping and payroll services before moving to Hewitt Associates Limited as an accounts assistant where she focused on payroll, treasury and corporate reporting.
She is a fellow of the Institute of Accounting Technicians in Ireland as well as having diplomas in Payroll Management from The Irish Payroll Association and in Financial Services from the Institute of Commercial Management.
Get in touch
At Provest we know that finding the right consultant to advise you is a choice not to be taken lightly. If you would like an initial consultation to walk through your needs, the scope of your goals, and your budget please get in touch.