David Court Partner, Holley Nethercote
DAVID COURT | THURSDAY, 2 SEP 2021 The responsible manager (RM) of a licensee plays a key role under the financial services and credit licensing regimes. Read more DAVID COURT | FRIDAY, 14 DEC 2018 The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation over recent years (such as the FOFA reforms) and the increasing ease with which clients can ... 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.