2020 visionBY JAMIE WILLIAMSON | WEDNESDAY, 27 NOV 2019 5:04PMHow am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals Congress. We all know the ... 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.
Very sound comments by Tim. The advice industry has been subject to a number of changes over the years. Sure, the latest ones are perhaps tougher to embrace, but there is still a future for good advice.
There will always be a future for good advice and the studies will increase your knowledge, we all learn everyday to be a better adviser. However is the financial risk to your business and your personal assets worth providing advice to retail clients? It just seems to me to be non-viable.
I am not at the conference, but good to hear you quoting Tim. He has always been great for a few words of wisdom ..... no great change in that Tim!!!!