Reality checkCelebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.
No shame in dreamingThe podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the ... The real dealWealthwise senior financial adviser Dawn Thomas believes in authenticity above all else and is becoming the spokesperson for a new form of financial advice ... In safe handsCentaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals ... Silver linings playbookDonna Lee Powell's story has become her super power. Through hardship and heartbreak, she found a way to help others and built a business in the process. Empowering abilityThere's a lot of talk about the value of financial advice and how advisers can prove that value. For William Johns, the real value of advice is in it's ... Service with a smileFinancial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide ... Listen to the new waveFrom starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind ... Embrace the journeyUniSuper private client adviser Nicky Dwyer CFP® is right where she wants to be - it just took her a little longer than she initially anticipated ... Start how you want to finishJohn Dacker took out the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 2 of the CFP Certification Program for 2018. Believe in yourselfRaquel Netto CFP® is the seventh woman to win the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 1 of the CFP Certification ... |
Latest News
Tranche one of advice reforms hits parliament
The legislation housing the first tranche of financial advice reforms that promise to reduce the red tape was introduced in parliament today.
Australia's wealthiest women not getting the advice they need
The number of new female millionaires is outpacing men, but new research suggests high-net-worth women are being left behind.
UK advisers told to review retirement advice processes
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right."
Listed companies drive economy's momentum: ABDO
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak.
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.