Matt Davis Portfolio Manager, Harbourside Capital (at time of writing)
Davis has over 15 years investment experience gained with some of Australia's largest financial institutions.
MATT DAVIS | MONDAY, 9 JUL 2012 In recent times it would seem that relying on the tenets of traditional investment theory has become an excuse for fund managers and investment advisers to be lazy and apathetic. Many advisers rely on Efficient Market Hypothesis, diversification theory ... Read more MATT DAVIS | THURSDAY, 17 NOV 2011 To protect and grow the wealth of their clients, financial planners must make significant changes to their traditional approach to portfolio construction and management and look at strategies designed not just to grow wealth but also to protect it. ... Read more PAGE: 1 |
Latest News
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Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed.
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ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
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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.