Brad Fox Managing Director, SmartBrave Consulting (at time of writing)
BRAD FOX | WEDNESDAY, 4 JUL 2018 An estimated 16,000 current financial advisers don't hold a relevant degree under the draft FASEA guidelines released for consultation in March 2018. That is two out of every three advisers currently listed on ASIC's Financial Adviser Register. Futures ... Read more BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY | THURSDAY, 10 JUL 2014 Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each client. 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.