Malcolm Arnold Regional Credit Partner, National Australia Bank Limited (at time of writing) Malcolm Arnold has worked in the finance sector for over 15 years in management and senior management roles covering corporate and business banking, retail banking and training and skills development. Malcolm holds a Masters in Applied Finance as well as a Bachelor of Economics. For over three years Malcolm has been providing specialist banking services to the financial planning industry, having been involved in more than 100 transactions across Australia. These transactions have included acquisitions and divestments of practices/dealer groups, succession planning strategies and purchase of business premises. Malcolm currently leads the National Australia Bank's Financial Planning Banking team. He is responsible for the development of new business and implementation of NAB's strategy for providing specialist banking services and solutions to owners of financial planning businesses.
MALCOLM ARNOLD | TUESDAY, 1 JAN 2008 Whether you're a Generation X or Y financial planner or a current financial planning business owner, a great deal of planning is required in order to be successful in your succession strategy. As a specialist provider of banking services to the ... 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.