Gerhard Markus Financial Planner, Kensington FS Pty Ltd (at time of writing) An authorised Representative of AMP Financial Planning, Markus has been providing investment and financial planning advice for 25 years. He holds a Diploma of Financial Planning and was previously awarded CFP status. Having moved to Kensington Financial Planning from AMP in 2004, Markus services around 200 predominantly high net-worth clients many of whom are retirees. He has fought and successfully won a case against the ATO in the Admin Appeals Tribunal on RBL Issues on a client’s behalf.
GERHARD MARKUS | MONDAY, 27 SEP 2010 Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative financial solution two years ago. A badly needed ... Read more PAGE: 1 |
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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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