 Jason Andriessen Managing Director, CoreData Pty Limited (at time of writing)
JASON ANDRIESSEN | FRIDAY, 27 JUL 2018 Higher education standards for financial advisers are an important step towards professionalism, but they're not the only thing. The retention of wisdom within the advice community is just as important. CoreData research has uncovered that the advice ... Read more JASON ANDRIESSEN | THURSDAY, 22 FEB 2018 It's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming from the usual quarters. 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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