 Jackson Millan Chief Executive Officer, Head of Strategy, Aureus Wealth Advisers Pty Ltd
JACKSON MILLAN | WEDNESDAY, 12 JUL 2023 The purpose of this case study was to find out if it was possible to get quality financial advice using an artificial intelligence (AI) chatbot. 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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