Financial Advice preparing for Life EventsBY STEVE SALVIA | VOLUME 6, ISSUE 1Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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If this is the advice you nominated to be shared with Australia I shudder to think of your other work. Fee for advice means very little when the advice is this poor, paid from an AXA product no doubt with asset based ongoing income. No wonder financial planners have no credibility.
I found this case study informative and helpful. Thanks for providing the details regarding fees. Its higher than what I would have expected but if the clients found value and were happy to pay then there is no argument. Im interested to know what 'Concerned Planner' would have recommended if he thought this was a poor strategy. Thanks jofp for providing these articles.