Showing 1 to 10 of 172 articles: MARK LAMONICA | WEDNESDAY, 27 MAR 2024 Investors seeking to use the equity in their homes to grow their wealth are faced with numerous considerations and should approach such a strategy with care and caution. Read more NICOLE RADICE , REBECCA RUTLAND | FRIDAY, 23 FEB 2024 When raising capital in Australia, corporations are generally required to comply with the disclosure obligations under the Corporations Act 2001 (Corporations Act) by providing prospective investors with sufficient information about the company's operations ... Read more MICHAEL TRAN | FRIDAY, 3 NOV 2023 Recent data suggests inflation may have peaked,[i] however, it remains high and above the inflation target of the Reserve Bank of Australia (RBA). Read more RAHUL SINGH | TUESDAY, 26 SEP 2023 Retirement is an important milestone for clients in the journey of life and advisers ideally want clients to seek advice well before the event. This article explores some of the financial planning considerations in dealing with leave entitlements. Read more ULRIKA LOBO | WEDNESDAY, 6 SEP 2023 What will it take to bring private lending into the modern era and accelerate its growth over the next decade? It is going to need more than quick turnarounds and fast funds. Read more 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. Read more RAHUL SINGH | WEDNESDAY, 14 JUN 2023 Navigating through aged care can be complex for clients, especially those who act without seeking advice. 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 ROD BERTINO | WEDNESDAY, 19 APR 2023 There is no doubt that the ability of financial advisory firms to attract and retain the best available talent is now one of the keys to their long-term, sustainable business success. Read more ULRIKA LOBO | TUESDAY, 21 FEB 2023 Getting a business loan approved can be a challenge, but by following some simple steps, you can increase your chances of success. Read more |
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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.