Michael Miller Director & Certified Financial Planner, Capital Advisory Pty Ltd Michael Miller has worked in superannuation and financial planning for over 15 years. He is a director at Canberra-based financial planning and accounting firm Capital Advisory. He is also an expert panel member for the Australian Financial Complaints Authority and the Financial Planning Association's Conduct Review Committee. Michael is the author of Personal Financial Services Essentials for Lawyers, and co-author of Ethics and Professional Practice in Financial Planning, both published by LexisNexis.
MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more MICHAEL MILLER | WEDNESDAY, 7 JUN 2023 If there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation. Read more MICHAEL MILLER | FRIDAY, 19 MAY 2023 The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more MICHAEL MILLER | FRIDAY, 11 FEB 2022 I have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner. Read more MICHAEL MILLER | THURSDAY, 11 NOV 2021 I have provided retirement planning to my parents in the past, but I wouldn't do it again after attending a masterclass on conflicts of interest and ethics. 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.