I have over 17 years experience in the life and pensions industry specifically in the areas of compliance and management. Having completed my degree in Business Management (Accountancy Stream) I began working as a pensions administrator with New Ireland Assurance. From there I moved to O'Driscoll O'Neil life and pension brokerage where I gained experience in providing support to the Sales and Management team. I began working with CMCC Financial Solutions in 2007 and here I have gained the most valuable experience in how a small to medium life and pensions firm operates. My duties include managing the day to day operations, training & compliance to mention but a few. I feel the benefit in working a small organisation such as this allows you to make your voice heard and you earn the ability to implement real change in the day to day processes within the organisation. The company ethos is very much focussed on providing exceptional service to our clients and being a small organisation we have the ability not only to respond to queries quickly but also to adapt to new market conditions very quickly.We are constantly researching the market to ensure we are keeping up to date with the very best technologies in order that we can continue to be our client very first and last trusted financial advisers.I am a Qualified Financial Adviser and more recently I have become a Licentiate of the Compliance Institute having completed the Professional Diploma in Compliance in 2017.
Listed skills include Retirement Planning, Financial Advisory, Investments, Pensions, and 8 others.