 Paul Chin Senior Investment Analyst, Vanguard Investments Australia Ltd (at time of writing)
PAUL CHIN , FRAN KINNIRY , DON BENNYHOFF | FRIDAY, 4 MAR 2016 How do sophisticated advisers construct portfolios in Australia? Typically, they use some form of asset allocation process to determine the most suitable portfolio for their clients' particular goals. Some focus on traditional investments; others ... Read more PAGE: 1 |
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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.
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