Showing 1 to 10 of 21 articles for Jamie Williamson: JAMIE WILLIAMSON | MONDAY, 26 OCT 2020 Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. Compiling such a list is no mean feat; the four rounds of due diligence conducted on finalists alone is monumental. After ... Read more JAMIE WILLIAMSON | FRIDAY, 29 NOV 2019 A lot can happen in four years - just ask UniSuper private client adviser Nicky Dwyer CFP®. In the last four years she has changed jobs, started a family and studied for - and attained - her Certified Financial Planner certification. In her own ... Read more JAMIE WILLIAMSON | WEDNESDAY, 27 NOV 2019 How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals Congress. We all know the advice landscape is changing but knowing how to respond is a whole other ... Read more JAMIE WILLIAMSON | FRIDAY, 5 JUL 2019 In 1991, Pitcher Partners was the first new accounting and advisory practice to be established in Australia in more than 20 years. Despite the financial turmoil gripping the country at the time, the firm - established by 14 founding partners, including ... Read more JAMIE WILLIAMSON | FRIDAY, 8 MAR 2019 Growing up in rural New South Wales, Jodie Douglas knew early on she wanted to work with animals. Finishing high school, she began studying veterinary nursing. This was the bridge she needed to get into veterinary science, leading to a lengthy, fulfilling ... Read more JAMIE WILLIAMSON | MONDAY, 7 JAN 2019 Commonwealth Bank or the Bank of NSW. Dismissing her 16-year old son's "pipe dream" of becoming a professional golfer, those were the options Peter Nonnenmacher's mother put to him when he left school in the late 1970s. Choosing the Bank of NSW - now ... Read more JAMIE WILLIAMSON | TUESDAY, 2 OCT 2018 Despite years of talking about increasing the reach of advice, it has stagnated at two in 10 Australians and remained in this ball park for some time. In the same vein, the number of women opting for a career in financial advice has also mired around ... Read more JAMIE WILLIAMSON | MONDAY, 1 OCT 2018 Managing director, principal adviser and current national president of the Association of Financial Advisers (AFA) Marc Bineham bought Noall & Co in 1997. At the time the business specialised predominantly in risk advice - something that was rather ... Read more JAMIE WILLIAMSON | MONDAY, 1 OCT 2018 Peita Diamantidis, managing director of Caboodle Financial Services, doesn't think of herself as a financial adviser. She is a storyteller; weaving clients' financial situations with their lifestyle goals to formulate a narrative that will see ... Read more JAMIE WILLIAMSON | SUNDAY, 2 SEP 2018 One of few financial advisers who can say they've been in the industry since day one, Deborah Kent has not only witnessed immense change, but also shaped it, dedicating much of her time - particularly after hours - to industry advocacy. Entering ... Read more |
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.