Richard Klipin Chief Executive Officer, Association of Financial Advisers (at time of writing) Richard Klipin is the chief executive officer of the Association of Financial Advisers (AFA) and has been in the role since January 2006. He started in the financial services in 1989 as an adviser. Five years later he joined Mercantile Mutual as a Funds Management BDM. Over the successive nine years, Klipin had a number of roles including national sales manager and head of practice management for ING Australia/Mercantile Mutual. He was also a founding partner of The Encore Group, and spent time with NAB/MLC as region manager for their Bank Adviser Channel. Just prior to joining the AFA he was head of strategic relationships for ING Australia. He has an MBA and a BA Dip Ed from Macquarie University.
RICHARD KLIPIN | THURSDAY, 17 NOV 2011 The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more detailed way how Australian consumers are addressing risk, in particular their life insurance and corporate ... Read more RICHARD KLIPIN | FRIDAY, 11 MAR 2011 This white paper and its research talks with financial advisers across Australia to find out which reforms they support, which they reject, and what they see as the best way forward. Read more RICHARD KLIPIN | MONDAY, 27 SEP 2010 The past few years has seen the role of financial adviser and the financial services industry come under intense scrutiny. While much of this scrutiny is welcome, there is a need to clearly and logically separate fact from fiction and to address the ... 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.