The future of advice: It's personalBY ANDREW WALSH | FRIDAY, 13 APR 2018 12:21PM A decisive shift will happen over the next few years towards a personalised financial advice model. Planning for it now is critical. Microsoft's Bill Gates said, "We always overestimate ... 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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