Life insurance, super rollovers and your client's best interestsBY MARTIN BRECKON | VOLUME 10, ISSUE 2In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. 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.
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Well crafted article. Maybe PDSs should clearly outline some of the traps.