 Sarah Penn Chief Executive Officer, Mayflower Consulting Pty Ltd
SARAH PENN | FRIDAY, 26 FEB 2021 Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations Read more SARAH PENN | FRIDAY, 4 OCT 2019 Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product providers - whether that is funds management, insurance, platforms, advicetech firms, etc. And nearly ... 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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