ACSRF Personal Plan1300 658 776 | www.catholicsuper.com.auAMG Universal Personal Super07 3210 6733 | www.amgsuper.com.auAMIST Personal Division1800 808 614 | www.amist.com.auAMP Flexible Lifetime Super131 267 | www.amp.com.auAMP Flexible Super - Super Account131 267 | www.amp.com.auAMP Super Directions - Personal Super Plan131 737 | www.amp.com.auANZ OneAnswer Personal Super133 863 | www.anz.com.auANZ Smart Choice Super131 287 | www.anz.com.auAon Master Trust - Personal1300 880 588 | www.aonmastertrust.com.auARC Master Trust Personal1800 101 014 | www.arcmt.com.auAsgard Elements Super Account1800 998 185 | www.asgard.com.auAsgard eWrap Super Account1800 998 185 | www.asgard.com.auAsgard Infinity eWrap Super Account1800 731 812 | www.asgard.com.auAsgard Superannuation Account1800 998 185 | www.asgard.com.auAustralian Ethical Retail Superannuation Fund - Personal1300 134 337 | www.austethical.com.auAustralianSuper Personal Plan1300 300 273 | www.australiansuper.comAustSafe Super - Personal1300 131 293 | www.austsafe.com.auAvSuper - Public Offer Account1800 805 088 | www.avsuper.com.auPAGE: 1 |
Latest News
Inaugural CSLR levy slugs advisers $18.5m
|The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector.
Advisers flock to managed accounts, but are very selective
A new report reveals 25% of all new client inflows are placed into managed accounts.
FAAA calls on ATO to provide clarity over advice fees
The FAAA said the ATO should refine its position on financial advisers giving advice to clients with pre-existing investments.
Low-margin clients hurt practice valuations
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals.
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.