Julie Fox Senior Technical Services Manager, Colonial First State Investments Limited (at time of writing) Julie is a senior technical manager with the Colonial First State FirstTech team. Prior to this, Julie was a senior manager for MAStech at Macquarie Bank, senior superannuation editor at CCH, and held technical roles with AMP TapIn, ASIC, Zurich, and ING. Julie holds a Master of Legal Studies (UNSW), Bachelor of Business (UTS), and Diploma of Financial Planning (FPA/Deakin) and is a Fellow of FINSIA.
JULIE FOX | FRIDAY, 1 JUN 2018 Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common traps. This article outlines the basic eligibility requirements for making personal deductible contributions ... 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.