Building relationshipsFS Advice spoke with Fiducian Financial Services' head of financial planning, Robby Southall, who believes good financial advice is the result of honest relationships and clear objectives, with returns simply an outcome of that process.
From the ground upIn the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion ... More than lifeFrom car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes. Reality checkCelebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's ... Moving on upFor an industry so intent on progression, little change has been achieved in recent years. The traditional archetype of a financial adviser still exists ... Planning your futureRenowned management consultant and author Peter Drucker famously said that "culture eats strategy for breakfast". He also once said that organisations ... A novel ideaCiting the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services ... Voice for the industryIf there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra ... Quantum mechanicsTheir level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status. Quantum Financial's ... Out of the box adviceAlign Financial's Darren Johns is no stranger to doing things differently. Here, the 2016 AFA Adviser of the Year talks to Jamie Williamson about how ... Power of socialIn 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to ... |
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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.