No two clients are alikeBY ELEANOR DARTNALL | FRIDAY, 22 SEP 2017 12:42PM Its Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to one another and our journeys ... Upgrade your subscription to access this article
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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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