Dr Robb Musgrave Managing Director, Musgrave Financial Group Pty Ltd Robb Musgrave is the founder and Chairman of Legenis. The work of Legenis grew out of research he conducted in his 2005 PhD Creating Personal Legacies. Robb has completed MBA and PhD studies with the International Management Centre in the UK. Robb has 30 years of experience as a leader in the financial services industry specialising in estate planning and succession planning. Robb is a Fellow of the Australian Institute of Management and the Association of Financial Advisers, Australia. He is also a Life member of the Million Dollar Round Table (MDRT) the premier association of financial professionals in the world. Robb and his family have a foundation to assist in supporting medical research, life-long learning and education.
ROBB MUSGRAVE | TUESDAY, 1 JAN 2008 Over the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. Estimates indicate about $600 billion will be transferred to and from the Baby Boomer generation (1946-1964) ... 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.