Kerrie Sydee Journalist, Financial Standard (at time of writing)
KERRIE SYDEE | FRIDAY, 14 OCT 2016 FS Advice spoke with Fiducian Financial Services head of financial planning, Robby Southall, who believes good financial advice is the result of honest relationships and clear outcomes, with returns simply an outcome of that process. Read more KERRIE SYDEE , DAVID REED | FRIDAY, 4 MAR 2016 FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients to achieve their goals. 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.