How technology can improve the advice journeyBY NICK EATOCK | WEDNESDAY, 7 JUL 2021 10:25AM Rather than being a threat to the advice industry, technology is presenting opportunities for advisers to free up time and enhance the client experience. The challenges and restrictions ... 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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