Net flows navigate product oceansBY JOHN DYALL | MONDAY, 22 AUG 2022 6:27AM Many years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership potential. Later ... 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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