Martin Breckon Technical Services Manager, Insignia Financial Ltd (at time of writing) Martin Breckon has been in the industry for over 30 years. He has a background in superannuation, income streams, life insurance, retail and wholesale investments. Martin joined Aviva / Navigator three years ago as Technical Marketing Manager responsible for the Techpoint Department, an area that is dedicated to providing technical support for advisers, dealerships and BDMs. He has completed his MBA and his Diploma of Financial Services. An active member in the industry, Martin is not only involved with the Investment and Financial Services Association and the Association of Superannuation Funds of Australia, but has also produced training material for the Australia and New Zealand Institute of Insurance and Finance.
MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the structure and justification for the recommendatio ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more MARTIN BRECKON | SUNDAY, 1 JAN 2006 What are "anti-detriment benefits"? On the death of a superannuation fund member, certain death benefit recipients may be eligible to receive a top-up amount on their share of the benefit amount of account balance and any insurance. This is ... Read more PAGE: 1 |
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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.