Giving your time and expertise to help people in needBY NICOLA BESWICK | FRIDAY, 19 NOV 2021 8:21AMGiving to charity does not always have to be about giving money to an organisation. It can be about giving your time and expertise to those less fortunate. This is what the Pro ... Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
Tranche one of advice reforms hits parliament
The legislation housing the first tranche of financial advice reforms that promise to reduce the red tape was introduced in parliament today.
Australia's wealthiest women not getting the advice they need
The number of new female millionaires is outpacing men, but new research suggests high-net-worth women are being left behind.
UK advisers told to review retirement advice processes
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right."
Listed companies drive economy's momentum: ABDO
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak.
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.
Awesome result and shows the commitment advisers have to provide holistic advice and leave no stone unturned. I have achieved similar results where clients are unaware of their insurances in super and have struggled financially until I made them aware of what they had in the way of insurances. When asked what did they owe me, I say what price is gratitude, free