 Jaime Lumsden Solicitor Director, The Fold Legal (at time of writing)
JAIME LUMSDEN , NICHOLAS PAVOURIS | FRIDAY, 13 MAY 2022 One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major regulatory risks. Read more JAIME LUMSDEN | FRIDAY, 23 MAR 2018 Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers. 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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