 Adrian Patty Chief Technology Officer, Advice Revolution (at time of writing)
ADRIAN PATTY | FRIDAY, 28 JAN 2022 Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to eight weeks for 100 clients to move from one licensee ... Read more ADRIAN PATTY | FRIDAY, 24 SEP 2021 We have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process has eluded most businesses. Advisers get excited by tech when it comes to embedding them into ... 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.
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