John McBain Joint Chief Executive Officer, Centuria Capital Limited Mark Ratcliff is the managing director of Sequoia Superannuation. He is a Chartered Accountant with a Masters in Applied Taxation from the ATax School of UNSW. He is also recognised as a SMSF Specialist Advisor (SSA) by the Self Managed Super fund Professional’s Association of Australia (SPAA), an associate of the Tax Institute of Australia and holds a diploma of financial services in financial planning. Ratcliff has spent time working in top 20 CA firms, an international investment bank and with one of Australia’s SMSF administration providers.
JOHN MCBAIN | MONDAY, 1 AUG 2011 In this paper, Back in (the) black - Unlisted property as part of a properly diversified portfolio: what advisers should be telling their clients, John McBain from Centuria Capital and Jason Huljich from Centuria Property Funds discuss the investment ... Read more PAGE: 1 |
Latest News
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
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.