Experience

JDM Insurance Services

• Ireland
• Insurance
• 1 - 100 Employee

• Director of Financial Services

  • May 2012 - Present

  JDM Insurance Services offers a wealth management and financial planning service to both individual and corporate clients. We work in partnership with our clients to develop financial planning strategies designed specifically with their circumstances in mind.JDM Insurance Services also offers advice in all areas of General Insurance including Commercial and Personal Insurance products. JDM Insurance Services offers a wealth management and financial planning service to both individual and corporate clients. We work in partnership with our clients to develop financial planning strategies designed specifically with their circumstances in mind.JDM Insurance Services also offers advice in all areas of General Insurance including Commercial and Personal Insurance products.



CPA Ireland

• Ireland
• Financial Services
• 1 - 100 Employee

• Member of Registration Committee

  • Jun 2015 - Present

  I sit on the Registration Committee as one of 2 non CPA members. We review practice applications for CPA members. I sit on the Registration Committee as one of 2 non CPA members. We review practice applications for CPA members.



Pieta

• Ireland
• Mental Health Care
• 100 - 200 Employee

• Co. Secretary & Board Member

  • Jan 2006 - Sep 2016

  I was a Board Member of Pieta House since its foundation in January 2006 until September, 2016. I was also the Company Secretary. The Board is charged with the responsibility of ensuring that Pieta House adheres to its Mission Statement at all times while allowing the organisation to provide its services on a daily basis. I was a Board Member of Pieta House since its foundation in January 2006 until September, 2016. I was also the Company Secretary. The Board is charged with the responsibility of ensuring that Pieta House adheres to its Mission Statement at all times while allowing the organisation to provide its services on a daily basis.



Financial Planning & Solutions

• CEO & Senior Financial Adviser

  • Mar 2011 - May 2012

  Financial Planning & Solutions offered bespoke financial planning advice to its clients predominantly on a fee basis. Financial Planning & Solutions offered bespoke financial planning advice to its clients predominantly on a fee basis.



MyAdviser.ie

• Senior Financial Adviser

  • Jan 2010 - Mar 2011

  In my role with MyAdviser.ie I concentrated on working with clients who required more client/adviser interaction and who were also more comfortable with a Fee Based service. The primary focus of client interaction was not to sell a product but to provide unbiased, relevant advice to the client on a regular basis. In my role with MyAdviser.ie I concentrated on working with clients who required more client/adviser interaction and who were also more comfortable with a Fee Based service. The primary focus of client interaction was not to sell a product but to provide unbiased, relevant advice to the client on a regular basis.



Providence Finance Services t

• Head of Life

  • Dec 2006 - Jan 2010

  As Head of Life, Pensions & Investments I was responsible for the provision of a complete Financial Planning service for both new and existing clients of Providence Finance Services.Providence Finance Services had a staff of over 30, mainly focused on Mortgages and it was also my responsibility to ensure that these members of staff availed of every opportunity to cross sell the Financial Advice service that Providence Finance Services also provided.In my last year in Providence Finance Services I changed the business model to that of charging a Fee for the service we provided.



Liberty Asset Management

• Senior Pensions Consultant

  • Apr 2003 - Nov 2006

  Initially my role with Liberty Asset Management was focused on Pensions. However, over the 3 years I was with Liberty Asset Management the role developed into overall Financial Planning.Liberty Asset Management was also the first Broker Company I worked for and this gave me huge insight into the variety of both Life Offices and product available on the Irish Market. Being able to lead a client through the maze of financial product was very much dependent on my knowledge of this market.Liberty Asset Management was also a producer of its own in-house investment products. Part of my role in this regard was to market and maximise the sales of these products with the public.



AIB

• Ireland
• Banking
• 700 & Above Employee

• Financial Planning Consultant

  • Feb 1988 - Mar 2003

  I started my career with AIB working in Branch Banking where my day to day role revolved around the normal daily workings of a bank branch i.e. customer service, Cash Handling, Cutomer Queries etc. In 1997 I moved within the AIB Group to Ark Life and took up the role of Financial Planning Consultant.As a Financial Planning Consultant I offered a financial planning service for the customers of the various AIB Branches I was assigned to. This service consisted of completing a full computer based factfind with a client and providng solutions to the gaps that existed in the client's financial planning.I was also responsible for ensuring that branch staff were aware of the service I provided and to recommend and set up appointments for customers with me.There was also a strong emphasis on the review of existing client portfolios. In my final year as a Financial Planning Consultant over 60% of the business I transacted was with existing clients