My Wharton ExperienceBY ANNE GRAHAM | THURSDAY, 30 JUL 2015 5:57PM As part of the Inaugural Securitor Chief Executives Forum, I participated in a tailor-made leadership program, alongside 13 other financial planners, at the Wharton Business School ... 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
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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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