Sonia Cruz Head of Licensing, The Fold Legal (at time of writing)
SONIA CRUZ | FRIDAY, 22 MAY 2020 By Sonia Cruz and Nicholas Pavouris Read more SONIA CRUZ | FRIDAY, 5 JUL 2019 ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to avoid becoming a statistic. Read more CLAIRE WIVELL PLATER , SONIA CRUZ | FRIDAY, 19 OCT 2018 There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised items are new) Read more PAGE: 1 |
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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.