IMO Financial Services Staff
IMO Financial Services Staff
Nives Paic
General Manager
Nives has over 20 years’ experience in the financial services sector and is a Qualified Financial Advisor. She is responsible for the strategic and operational development of IMO FS with a view to delivering profitable growth for the business while providing a cost-effective and professional advisory service to clients. Nives has particular expertise in people and change management as well as implementing operational processes. Before joining IMO FS she was Head of Operations and Associate Director with Harvest Financial Services Ltd., a financial advisory firm.
Francis McGrath
Sales and Business Development Manager
Francis is a Qualified Financial Adviser, Retirement Planning Adviser as well as Special Investment Adviser. He has 20 years’ experience in the financial services sector and dealt with self-employed individuals as well as private and public sector employees. In the public sector he advised members of various unions focusing on personal financial planning for pension, retirement, investment opportunities and income protection.
Francis will be mainly looking after IMO members located in Dublin and surrounding counties.
Pat Donnelly
Senior Qualified Financial Adviser
Pat is a Qualified Financial Adviser and as well as Retirement Planning Adviser with over 25 years’ experience in the financial services sector. Before joining IMO Financial Services he held various senior wealth management positions in both the banking and accounting/tax consulting industries. Living in Dungarvan, Co Waterford, Pat is our senior financial adviser who will be mainly looking after IMO members in the southern regions.
Phillip Carroll
Qualified Financial Adviser
Philip is a Qualified Financial Adviser as well as Retirement Planning Adviser. He has been working in the financial services industry since 2007 dealing with all aspects of life, critical illness, income protection and pensions.
Philip is our dedicated Group Scheme Specialist covering hospitals nationwide. He will help hospital employed doctors understand their new sick pay rules and how the IMO group schemes protect their income in all eventualities.
Padraig Scarry
Qualified Financial Adviser
Padraig is a Qualified Financial Advisor since 2003 and has over 30 years’ experience in the financial services industry. Before joining IMO Financial Services he worked for over 25 years in the banking sector as a wealth management consultant.
Padraig has vast experience in personal financial planning. He is also a member of the Institute of Bankers. Living in Galway, Padraig will mainly service IMO members in the west and northern areas.
Carol O’Sullivan
Senior Administrator
Carol has more than 25 years’ experience in the financial services industry, in individual pensions, life, investments and group risk administration as well as compliance. She is an Accredited Product Adviser and has previously worked with Irish Pensions Trust and JLT Private Wealth.
Carol supports the sales team and contributes to the administration of new and existing business.
Deirdre Meagher
Compliance Officer
Deirdre is a Qualified Financial Adviser and a member of the Institute of Bankers. She is also an Associate of the Chartered Insurance Institute
and has over 25 years’ experience in the financial services sector. In the last number of years, Deirdre has worked in supporting Compliance
Management and leading Staff Training, in the compliance requirements relating Insurance, Investments and Banking Sectors.
Before joining IMO Financial Services she held various senior positions in Banking and Insurance Broker industries.
Erica Shaw
Administrator
Erica is a Qualified Financial Adviser and joined the administration team in May 2019. She has over 4 years' experience working in administration and financial services, most of her experience is in banking with high net worth clients. She will be supporting the team in her role as Mortgage, Life & Pensions Administrator.