Kate Fellows Founding Director, The Professional Paraplanner (at time of writing)
KATE FELLOWS | FRIDAY, 13 NOV 2020 If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's put it another way. If you are working in an Advice Practice, who is the tech champion? Who ... Read more KATE FELLOWS | WEDNESDAY, 23 JAN 2019 There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum, and FASEA and the Royal Commission changes afoot, it is difficult to see a clear path into the ... 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.