Rob Lavery Policy Adviser, OnePath Australia Limited (at time of writing) Rob Lavery is a Technical Services Specialist with ING. Rob has expertise in retirement, social security, taxation and life insurance strategies. He composes technical articles and has presented for various industry and adviser groups. Before joining ING, Rob held roles in various financial services and financial planning firms.
ROB LAVERY | MONDAY, 1 JAN 2007 Before 1 July 2007, employment termination payments and payments from superannuation funds were both 'eligible termination payments' which received similar tax concessions to encourage individuals to save for their retirement. Due to the significant ... 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.