 MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. AFCA is an independent organisation that provides dispute resolution services for consumers and small businesses seeking ... Read more MICHAEL MILLER | WEDNESDAY, 7 JUN 2023 If there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation. That might be the regulation that governs social security entitlements, tax and superannuation, or it might be the regulation ... Read more MICHAEL MILLER | FRIDAY, 19 MAY 2023 The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more | FRIDAY, 21 APR 2023 ... Zoe Miller slid some money in their birthday cards. The first grandchild received $50. As the years ticked by, grandson Michael eventually turned 21 and she gifted him $72.58. While money is not an unusual gift in itself, the actual amount seemed a little ... Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Mr Hoefl's ... Read more MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. For social security assessment, an individual may seek to be declared as not ... Read more MICHAEL MILLER | FRIDAY, 11 FEB 2022 I have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner. Under the proposed education pathways outlined in the Education Standards for Financial Advisers Policy Paper ... Read more MICHAEL MILLER | THURSDAY, 11 NOV 2021 I have provided retirement planning to my parents in the past, but I wouldn't do it again after attending a masterclass on conflicts of interest and ethics. When we talk about conflicts of interest, the Financial Adviser Standard and Ethics Authority's ... Read more PAGE: 1 |
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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.
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