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About Us

Our aim is to provide the highest professional standards of financial advice to clients. The characteristics of our service are personal attention, confidentiality, clear communication and effective implementation. Our mission is to work in partnership with our clients, to understand and implement the financial solutions required to help them achieve both their quality of life ambitions and their financial objectives.

Kevin Shiels B.Sc. (Fin), ACA, CTA (AITI)

Kevin is the Managing Director of Opes Wealth Trust. Kevin is a Chartered Accountant, Registered Auditor, Chartered Tax Advisor and an Insolvency Practitioner. He obtained an honours degree in Finance from Queen’s University Belfast before qualifying as a Chartered Accountant and subsequently completing his taxation exams with the Irish Taxation Institute.

Kevin has held a number of senior positions within accountancy practices. Kevin has written many articles on the subject of accountancy and taxation for various professional and international publications. He is married with three children.

Cathal McCabe BBS, QFA, CTA (AITI)

Cathal is a Director of Opes Wealth Trust. Cathal is an AITI Chartered Tax Advisor (CTA), Qualified Financial Adviser (QFA) and is also a Revenue Approved Pensioneer Trustee. He holds a First Class Honours Degree in Economics and Finance.

Previously Cathal worked in investment banking for a major international investment bank following graduation from college. In  2007 he joined Independent Trustee Company in Ireland before establishing Opes Wealth Trust in 2009. Cathal has written many articles on financial planning for various publications.

 

Frank Kenny MMII, ADM

Frank joined Opes Wealth Trust as a director in 2012. Frank has worked in the financial services industry for over 30 years. Over this period he has held a number of senior management positions in Irish Life and Permanent before establishing his own financial planning business in 2001. Over the last couple of years Frank has primarily focused on providing specialist debt structuring consultancy to a number of individuals and companies.

Frank is a graduate of the Michael Smurfit Business School (UCD) and the Marketing Institute of Ireland. Frank is married and has three children.

 

Annette Duggan

Annette joined Opes Wealth Trust in 2012. She is responsible for managing the day to day operations of the office. Annette has been actively involved in the financial services industry services sector for over 25 years, holding a number of management positions during this time.

Annette is married with three children.