 Richard Smith Co-Founder, Edmund (at time of writing)
RICHARD SMITH | MONDAY, 4 JUN 2018 As financial advice firms embrace technology to improve the customer experience, they are also increasingly being exposed to the new risks and responsibilities that come with holding important client personal and financial information. 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.
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