How to find the right licenseeBY PAUL CULLEN | FRIDAY, 6 NOV 2020 12:52PM The financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to reconsider their business ... 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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Seems more like a pitch for Centrepoint Alliance rather than the best interest of an adviser. As long as Licensees are profit-centred there will always be a misalignment between the adviser and the licence.