Accountant-planner JVs will increase - but basic fundamentals are neededBY JOSE ALGUERA LARA | SUNDAY, 14 AUG 2022 11:26AM Accountants have been very fortunate to be perceived as trusted advisers and the industry wears this label with pride. But the time has come to acknowledge that this trust is ... Upgrade your subscription to access this article
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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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