Technology can help kick off a new advice movementBY JACQUI HENDERSON | FRIDAY, 21 SEP 2018 1:12PM With the advice industry's current focus on ethics and boosting professional standards following the Royal Commission, one is left wondering what the future for the advisory profession ... 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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Excellent to influence young professionals to be more conscious of planning their financial futures and adopt a savings based culture rather than 'spend all you earn and live well' attitude. Goals based advice would convince them that you can save, grow your finances or assets and still live well.