Irish Medical Organisation

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.  

Audrey O'Connor

Audrer O'Connor

Financial Officer & Group Scheme Administrator

Audrey has been with the company since 2004. She works on all aspects of Accounts for IMO Financial Services and administers the five group Schemes with the company.

Lynne Forsyth

Team Leader

Lynne joined in October 2016. She has over 10 years' experience working in administration and financial services, most of her experience is in pensions, investments and banking. She has been Qualfied Financial Advisor since 2008.

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.

IMO Financial Services Directors

Dr Ray Walley (Chairman)

James Brophy

Willie Holmes

Mary Hutch

Susan Clyne (Company Secretary)

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