Investwise Financial Planning has appointed Dylan Fitzgibbon as Client Service Executive.
The Cherrywood native is APA Qualified in Loans & Life Assurance and is in the process of completing his Qualified Financial Advisor studies.
Fitzgibbon will be responsible for assisting Investwise clients with reviews and day to day queries.
He has gained valuable experience working in many different administration and client-facing roles, bringing with him new skills and enthusiasm.
Speaking about the appointment, David Quinn, Managing Director, Investwise Financial Planning, said: “Our business has doubled in size since 2019 and we have invested significantly in our client offering including an improved online digital portal, a regular e-zine and informative webinars.
“Dylan will play an important role in assisting our clients with reviews and day to day queries.”
Commenting on his new role, Fitzgibbon said: “I’m delighted to join Investwise Financial Planning, the business offers something very different to traditional financial planning firms or brokerages.
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