Marisa Broome Chairperson, Financial Advice Association Australia (at time of writing)
MARISA BROOME | FRIDAY, 4 MAR 2022 In celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and how we can live in a more diverse, inclusive, and equitable society. Read more MARISA BROOME | THURSDAY, 8 JUL 2021 The financial planning industry is facing a two-pronged challenge - the need for greater diversity and a solution to fill the unmet advice need in Australia. Read more PAGE: 1 |
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Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
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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.