 Anne-Marie Esler Co-Founder and Chief Executive Officer, Padua Solutions
ANNE-MARIE ESLER | TUESDAY, 30 JAN 2024 Almost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation and mobile friendly interfaces can provide better service and more fully engage advised clients. 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.
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