 SCOTT BREWSTER | FRIDAY, 1 JUL 2022 Over the past decade, compliance obligations have increased in the financial sector, resulting in a proliferation of forms. With an estimated 175 trillion gigabytes of data to be managed globally by 2025, businesses need an easier way to manage both ... Read more SCOTT BREWSTER | THURSDAY, 11 JUN 2020 Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. However, selling a practice is not like listing a products store for sale. Its client base is the main ... Read more SCOTT BREWSTER | THURSDAY, 16 APR 2020 According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. So, it is safe to say the industry has some work ... 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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