From the ground upSitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent dealer groups in Australia - the only problem, he didn't have the money to do it.
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 ... |
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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.