 Conrad Travers Principal, Tangelo Strategy & Advice Consulting
CONRAD TRAVERS | MONDAY, 26 AUG 2019 The financial planning industry in Australia is undergoing a seismic shift. We have mandatory exams, new education requirements, increased compliance and the loss of grandfathered revenue creating unparalleled change in the industry. People are scared ... 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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