 Scott Montefiore Director and Self Managed Super Fund Specialist Advisor, William Buck Wealth Advisors (QLD) Pty Ltd
SCOTT MONTEFIORE , ARASH ZAMANSANI | FRIDAY, 13 OCT 2023 As a financial adviser that works closely with clients in the medical industry, I am increasingly asked by these clients, "How I can apply the values and ethics that I foster in my profession to my investing?" 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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