Navigating the challenges of the claims process for the long-term benefit of your clientBY BRENT SATILL | THURSDAY, 25 JAN 2024 7:07AM As financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that can help to lay the foundations ... 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.
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