Jim Bulling Partner, K&L Gates Jim Bulling is a partner at Middletons. He heads the firm's Banking and Financial Services group. Jim specialises in superannuation, managed funds, and financial services in matters concerning compliance, governance and disclosure. Before joining Middletons, Jim worked for National Mutual (now AXA) for over six years in the Superannuation and Funds Management divisions. Jim regularly presents to clients on issues relating to the financial services industry including the Financial Services Reform Bill and superannuation regulatory issues.
JIM BULLING | TUESDAY, 1 JAN 2008 During bear market periods, anyone in the business of giving financial advice is in a position of greater risk from clients who end up with disappointing outcomes. Often this is a case of individuals not accepting responsibility for their own wealth ... Read more PAGE: 1 |
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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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