Barry Daniels Director, Wealthplan Financial Pty Ltd (at time of writing)
BARRY DANIELS | FRIDAY, 1 MAY 2020 As the flattening of the corona virus curve slowly inches downwards and a glimmer of hope appears on the horizon, it's appropriate to reflect on the myriad of issues and lessons derived so far from the pandemic, in particular the lack of recognition ... Read more BARRY DANIELS | FRIDAY, 2 AUG 2019 Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the advice sector since 2001 with the FSR Act, even less regard has been given to the impact on the partners ... 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.