Stephen Heffernan

Financial Planner

Waterford based Chartered Certified Accountant Stephen has developed his professional career within the ‘Big 4’ accountancy space with PwC. It was here that he learnt how to provide expert advice as well as simplifying the financial jargon that can make us all switch off. When he’s not partaking in market research or helping his clients map out a financial plan, tied-agent Stephen enjoys throwing himself into sport. Rugby, hurling and golf are three of Stephen’s passions that he couldn’t live without.
0871303666 / 051274050


Chartered Certified Accountant (ACCA)

Bachelor of Commerce Degree (Bcomm) (University College Cork)

Qualified Financial Advisor (QFA) (University College Dublin)

Retirement Planning Advisor (RPA)

With 4 Offices nationwide and Consultants in Carlow, Tipperary, Limerick, Mayo, Dublin, Cork, Waterford and Galway, we are committed to delivering personalised attention to you.