Featured Case Study: Aged care adviceBY MARILYN NELSON | VOLUME 9, ISSUE 1Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Get articles like this delivered to your email - Sign up for the free weekly newsletter More Articles |
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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.