An adviser's guide to lifestyle planningBY MATTHEW MENSFORTH | TUESDAY, 3 JUL 2018 3:14PM As an adviser you play an important role in engaging clients with their finances and helping them create better financial futures. But, what if you could step into your clients' ... 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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