Jim Fenwicke Financial Planner, Genesys Wealth Advisers Limited (at time of writing)
JIM FENWICKE | MONDAY, 5 DEC 2011 This case study looks at the benefits of a gearing strategy versus a saving strategy from one award-winning financial adviser who offered two different approaches to one couple who want to buy their own home in five years. Read more PAGE: 1 |
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Court approves $16m DASS settlement
|The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
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The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
Cover Story
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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