How to make advice affordableBY EUGENE ARDINO | THURSDAY, 22 OCT 2020 12:23PMIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more affordable and accessible ... Upgrade your subscription to access this article
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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.
Eugene, you have provided some valuable insight. Advisers want to help clients and are doing so with several impediments. So, I agree, cut the red tape, have 1 regulatory body and work with licensees to ensure compliance and appropriate advice.
If only those that need to take action do read and listen. Extending this World of regulation and protectionism is a very costly exercise and possibly doing more harm than good.
Thanks, Eugene.