About Us

Who We Are

Company Profile

Founded in 2013 by leading financial advisor and thought-leader Philip Cullen, we have grown our business based on providing first class services and the best financial advice to our clients. With over 20 years’ experience as a qualified financial, retirement planning and mortgage advisor, Philip has helped hundreds of clients to manage their financial affairs for a happier and more secure future. 

Southeast Mortgages & Financial Services is proudly accredited by the All-Ireland Business Foundation. We are well-known as a leading mortgage and financial services broker in Wexford and the South-East, offering our clients the best offers through our well-established relationships with the largest lenders in Ireland. If you are looking for a mortgage, pension, life insurance and savings & investments we should always be your first port of call. 

We are the current All-Star Wexford Mortgages & Financial Planning Company 23/24 marking 5 years accredited. 

Who We Are

About Our Organization

Meet the Team

Philip Cullen

Founder / Director
QFA, FRPA, CUA, CUC, CUG, RPA, APA (Personal General Insurance) FAIBF

Philip Cullen QFA, FRPA, APA (Qualified Financial Adviser, Retirement Planning Adviser, APA Personal General Insurance) is the founder of Southeast Financial Services, with over 20 years’ experience in this industry. He has established himself as a leader in his industry and holds a Thought Leader Accreditation in Mortgages and Financial Planning from the All-Ireland Business Foundation that honours Irish businesses based on the company’s background, trustworthiness and performance, including feedback from customers, vendors and employees. Philip is a member of Brokers Ireland, the Life Association of Ireland, and the Institute of Bankers. He is passionate about finding the best outcome for clients ensuring that you and your family can enjoy a happy and secure life.

Lizzie Apostolopoulou

Mortgage Manager
BA, QFA

Lizzie Apostolopoulou is a Qualified Financial Advisor and Mortgage Advisor with a background in financial services and lending in commercial banking. Lizzie helps her clients to obtain mortgages for buying their first property, remortgaging, moving house, purchasing additional properties, and even those with a history of adverse credit. She believes that everyone’s life situation is unique and understands that each mortgage case must be structured to reflect this. Lizzie enjoys securing the best mortgage for her clients, regardless of circumstances and finds it a great pleasure to be part of this process, from the very first meeting through to completion.

Klaudia MIszczak

Mortgage Advisor

Klaudia is a dedicated Mortgage Advisor with a passion for helping individuals and families achieve their homeownership dreams.  She helps her clients to obtain mortgages for buying or building their first home, remortgaging, moving house and purchasing additional properties. She believes that everyone’s life situation is unique and understands that each mortgage case must be structured to reflect this. Klaudia enjoys securing the best mortgage for her clients and finds it a great pleasure to be part of this process, from the very first meeting through to completion.

Klaudia is also a qualified Life Advisor who also speaks fluent Polish.

Her interests outside of work are in fashion and beauty!

 

Michael Long, BComm, QFA, RPA

Michael long

BComm, QFA, RPA

Michael is a qualified financial advisor and retirement planning advisor, a member of the LIA and Brokers Ireland.

Michael is an experienced financial professional with a keen interest in GAA and cycling and is also fluent in French. Michael has advised many clients on their life and income protection needs as well as their savings strategies.

Michael also has expertise for business owners with turning profits into personal wealth. Assisting clients to be more self-confident with financial planning decisions and to take ownership of their own financial independence motivates Michael on a daily basis.

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Alannah Shelley

Executive Assistant

Alannah manages the smooth running of the office and ensures everything happens on time. Alannah provides high-level administrative support to Philip and the team.
 
 She is studying for her QFA Qualification at the moment. She is responsible for the efficient handling of client enquiries, managing calendars, setting up review consultations and timely access to the advisors as required.
 
 Alannah has over 20 year’s customer service experience. She loves to spend time with family and friends on her days off and attending her kid’s GAA matches with Naomh Eanna. 
 

Rachel Murtagh

Trainee Mortgage Advisor

Rachel is currently in training as a mortgage broker and wishes to pursue her QFA qualifications. She looks after the compiling of applicant’s data and ensures all compliance requirements are met.

As well as a love for music and playing ukulele, she has a keen interest in animals having studied them previously and has one dog and a leopard gecko! Rachel is delighted to join Southeast Mortgages and Financial Services and hopes to learn all she can from her team.

Sevim C

Trainee Mortgage Advisor

Sevim is currently a trainee mortgage advisor while also providing admin support to the team. She will provide advice and help clients through the mortgage process. Her goal is to ensure a smooth and successful mortgage application experience.

She holds a bachelor’s degree in business with law and also has her APA in loans and regulations but is eager to get working towards her QFA. She’s a massive animal lover and in her spare times loves going for walks with her dogs. She also enjoys watching golf and going to golf events.

Contact Us

WE WOULD BE DELIGHTED TO MEET YOU AND HELP YOU PLAN FOR THE LIFE OF YOUR DREAMS, A NEW HOME OR A HAPPY, SECURE RETIREMENT.

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