Kate Anderson Head of Technical Services, Mariner Financial Limited (at time of writing)
KATE ANDERSON | MONDAY, 1 JAN 2007 The choice to set up one's own selfmanaged superannuation fund (SMSF) is becoming an increasingly popular one for many Australians in the lead up to the Federal government's reforms to simplify and streamline superannuation from 1 July 2007. ... Read more KATE ANDERSON | SUNDAY, 1 JAN 2006 Examining the business of self managed superannuation funds (SMSFs) investing in Property from which the members can run their business. Over the last couple of years, one of the issues giving rise to technical queries for advisers with SMSF clients ... 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.