Paddy McGettigan
Director, Financial Planning Consultant.

Mission Statement

We are a Financial planning business.  We build long term relationships with our clients and take time to understand their financial goals.

Our aim is to educate and advise clients about all aspects of their financial wellbeing, focusing primarily on asset management and personal finance.

Profile

Based in Dublin , Patrick is a Certified Financial Planning professional focussed on providing a quality, tailored Financial Planning service to individuals and small businesses.

Patrick uses the global CFP® designation and has a Graduate Diploma in Financial Planning through University College Dublin to supplement the Qualified Financial Adviser and FLIA status from the Institute of Bankers.
Patrick holds an honours Bachelor of Commerce degree from University College Dublin and a Master in Business Studies degree from Dublin City University.

Previously Patrick worked for a number of years at International Fund Services Dublin as a Fund Accountant before moving to Sydney, Australia to work for JP Morgan as a Business Analyst.
Patrick has over ten years experience within the Irish Financial Planning sector.

Patrick takes pride as a Financial Planning professional in developing long lasting relationships with clients, built on honesty, trust and the best advice.
He seeks to differentiate himself and his business from the transactional relationships that can be prevalent in the sector.
The ultimate aim is to help clients meet their financial goals as their lives evolve towards retirement age and beyond. 

Experience

McGettigan Financial Planning

Managing Director

Company Name: McGettigan Financial Planning

  • Employed: Jan 2016 – Present Employment
  • Duration: 4 yrs 8 mos
  • Location: Dublin

Financial Planning Professional

Company Name: McGettigan Life and Pensions

  • Dates Employed: Jan 2006 – Dec 2015
  • Employment Duration: 10 yrs
  • Location: Co Dublin

Working with businesses and Individuals to create clarity around their finances and implementing effective future financial planning.

Business Analyst

Company Name: BISYS Fund Services

  • Dates Employed: 2004 – 2006
  • Employment Duration: 2 yrs
  • Location: Ballsbridge, Dublin 4

 

Business Analyst Business Analyst

Company Name: J.P. Morgan Asset Management

  • Dates Employed: 2002 – 2003
  • Employment Duration: 1 yr
  • Location: Sydney, Australia

Business Analyst within the Financial Reporting team. Working within a team of business analysts based on George Street, Sydney , Australia.

Fund Accountant

Company Name: State Street

  • Dates Employed: 1999 – 2002
  • Employment Duration: 3 yrs
  • Location: Ernst and Young Building, Harcourt Street, Dublin , Ireland

Education

University College Dublin

  • Certified Financial Planner
  • Dates attended: 2014 – 2016
  • Degree: Graduate Diploma In Financial Planning
  • Field Of Study: Financial Planning and Services
  • Grade Honours: 2:1
  • Dates attended: 2014 – 2015

 

Institute of Bankers , Ireland

  • Degree: QFA and FLIA Designations
  • Field Of Study: Financial Planning
  • Grade: Honours
  • Dates attended: 2007 – 2009

 

Dublin City University

  • Degree Name: Masters in International Business
  • Field Of Study: Business; Marketing; Strategic Management; Finance
  • Dates attended: 1999 – 2001
  • Activities and Societies: Completed this Masters Degree part time while employed through IFS, State Street in Dublin.

 

University of South Carolina-Aiken

Degree Name: Sports Scholarship

Field Of Study: International Business

Grade: 4.0 Average

Dates attended: 1998 – 1999

Activities and Societies: Recruited on a Football Scholarship by the Sports Department . Part of a multi national team that represented the University in the NCAA Peach Belt Conference.

 

University College Dublin

  • Degree Name: Bachelor of Commerce (B.Com.)
  • Field Of Study: Marketing; Accounting; Strategy
  • Grade: Honours
  • Dates attended: 1994 – 1998
  • Activities and Societies: President of the Football Supporter Society with responsibility for 800 members
  • Represented the University in Two Collingwood Cups

 

  • Degree Name: Leaving Certificate
  • Grade: Honours
  • Dates attended: 1989 – 1994

 

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