David Carney Director, Aspect Partners Pty Ltd (at time of writing) David Carney is Managing Director of and Adviser for Aspect Partners. His mission is to help clients use their wealth to achieve their most important life goals, such as establishing legacies for their families, contributing to their communities or pursuing their passions. He is a CFP™.
DAVID CARNEY | MONDAY, 30 OCT 2023 Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like any other industry, ignores it at its peril. Read more DAVID CARNEY , ALF PRIESTLEY | TUESDAY, 1 JAN 2008 Running a successful business and managing the growth of personal wealth is not easy for business owners of small to medium-sized enterprises (SME). Most business owners are so busy working within their business that they do not have many opportunities ... Read more PAGE: 1 |
Latest News
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
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.