Ray O’Rourke QFA
Managing Director
Easy Steps Financial

I am the Managing Director of Easy Steps Financial Advice Ltd t/a Easy Steps Financial and it is our aim to provide our clients with appropriate financial solutions, tailored to suit their everchanging individual needs.

I feel honesty, integrity and ethics are fundamental to any client focused business.

I will listen to your ambitions and expectations, your dreams are our goals.

I have over of twenty year’s work experience in Financial Services and in that time, I have established a valued client base.

As a Qualified Financial Advisor, as a member of the Life Insurance Association of Ireland (LIA), I am required to engage in continuous professional development which ensures, that I am up to date with current Financial Products, Compliance and Revenue implications.

The whole essence of my role as a Qualified Financial Advisor, is to ascertain what are the financial needs of our client’s and to endeavour to provide them with appropriate financial solutions.

I am in the position to do this, through taking the time to listen and ask the necessary questions that assist me with my recommendations.

I have previously worked for Zurich Life Assurance as a Senior Financial Consultant in their Private Clients Department for over 15 years and prior to that, I worked as a Personal Financial Advisor with Irish Life for 5 years, dealing with both private and corporate clients.

I can be contacted directly on my mobile 086 2542913 or please do not hesitate to email ray [at] easystepsfinancial [dot] ie.

Easy Steps Financial Advice Ltd. Registered in Dublin, Ireland No. 561566
Easy Steps Financial Advice Ltd is a Private Company Limited By Shares.
Registered Address: 11 Beverton Walk, Donabate, Co Dublin, K36 EY98
Directors: Ray O’Rourke (MD), Kathy O’Rourke I Tel: 01 843 5835 I 086 254 2913
Easy Steps Financial Advice Ltd t/a Easy Steps Financial is regulated by the Central Bank of Ireland.