Little steps, big differenceBY ANNE GRAHAM | FRIDAY, 2 JUN 2017 3:41PM What a week it's been! We've had compliance visits, my business partner debuted on national TV; the team has been finishing client reviews and end-of-year strategies; I've written ... 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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Anne, congratulations your Distinguished Service Award is richly deserved. I can only marvel at how much you have achieved, and how your enthusiasm and positive approach enables you to fit it all in! You are an inspiration to all in our profession, and someone special to boot.
Well done, Anne. Happy Birthday, Too!
Well done Anne. Quite amazing how you fit your many achievements into your busy schedule. Inspirational is all I can say.