| Name: | Audrey Flynn | |
| Phone: | +41 788 266 484 | |
| E-mail: | audrey.flynn@spectrum-ifa.com | |
| Office address: | Avenue d’Ouchy 14, 1006 Lausanne, Switzerland |
Audrey has over 20 years financial planning and wealth management experience, and having re-located to Switzerland with her family in 2012, Audrey has a first-hand understanding of the opportunities and challenges which are an intrinsic part of expat life.
Audrey is a financial advisor who specialises in tailored solutions for retirement planning, helping clients create a plan that will allow them to retire with the lifestyle they seek.
Audrey is a proud member of the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LIBF) as well as the Life Insurance Institue(LIA) Ireland.
Practice Areas
- Inheritance Tax Planning
- Estate Planning
- Portfolio Management
- Investment Planning
- Pension Planning
- Family protection
Qualifications
- UK Financial Regulations (IOC)
- Financial Planning Certificate(CII)
- Diploma in Regulated Financial Planning(CII)
- UK Pension Transfer Specialist (LIBF)
- USA Series 65
- QFA designation, National University of Ireland