Dawn Thomas Senior Financial Adviser, The Wealth Designers
DAWN THOMAS | TUESDAY, 28 MAR 2023 Being given someone's trust is an absolute privilege, and one of the most rewarding aspects of a career in financial advice. It is also a cornerstone of the adviser-client relationship, and critical to the ability of advisers to deliver the best possible ... Read more DAWN THOMAS | TUESDAY, 21 JUL 2020 During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work and finances to socialising and the way we perform menial tasks - are being impacted in different ... Read more DAWN THOMAS | WEDNESDAY, 8 APR 2020 I ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly. Read more DAWN THOMAS | MONDAY, 9 MAR 2020 While it can feel accidental, goals often materialise due to meticulous planning. Read more DAWN THOMAS | FRIDAY, 31 JAN 2020 There are statements that most reasonable people will agree on in regards to female centric issues. Read more DAWN THOMAS | FRIDAY, 10 AUG 2018 What do you do?" queried the doctor at my local medical centre. Read more PAGE: 1 |
Latest News
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
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.
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.