Sam Wall Head of Strategy and Operations, Colonial First State Investments Limited (at time of writing) Sam Wall is the manager, Technical Services, for Zurich Financial Services Australia. Inthis role Sam provides technical information to accountants and financial planners regarding taxation, superannuation and social security advice. Sam joined Zurich in 1999 and has been in the industry for over nine years. Previously Sam worked as a financial planner/para planner. Sam holds qualifications in economics, social science, financial planning, applied finance and investment and is currently completing a law degree. Sam is a member of the IFSA Technical Committee and contributes to the Securities Institute of Australia Advanced Superannuation module.
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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.