Showing 121 to 130 of 172 articles: | FRIDAY, 11 MAR 2011 The project sought to understand the impact of unemployment on financial help-seeking behaviour. The study surveyed 158 unemployed construction workers with findings indicating that the majority of men did not seek help for financial issues from professional ... Read more CANNA CAMPBELL | FRIDAY, 11 MAR 2011 Rebecca*, 62, approached financial planner, Canna Campbell, with not much hope for the future, having just survived a nasty divorce which left her without any real assets or security. When Campbell looked closely at Rebecca's finances, she recognised ... Read more NIC D'EMDEN | FRIDAY, 11 MAR 2011 An unexpected cash windfall lead James*, 65, and Angela*, 60, to seek out a financial planner to make the most of their situation. This windfall became the catalyst for what is now a highly profitable and successful relationship with their planner. Read more SIMON DOWD | FRIDAY, 11 MAR 2011 Jenny* had been using the services of a financial planner to help get to the financial position she was in, yet it had come to the point in her life that she wanted more from a planner and decided to look elsewhere for help with a self-managed super ... Read more CAMERON O'SULLIVAN | MONDAY, 27 SEP 2010 Increased competition in the advice industry, fueled by superannuation funds now being able to deliver financial advice to members, demands a fresh look at how we deliver advice. The benefits of rapid advice delivery in providing quality advice to members ... Read more RICHARD KLIPIN | MONDAY, 27 SEP 2010 The past few years has seen the role of financial adviser and the financial services industry come under intense scrutiny. While much of this scrutiny is welcome, there is a need to clearly and logically separate fact from fiction and to address the ... Read more GERHARD MARKUS | MONDAY, 27 SEP 2010 Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative financial solution two years ago. A badly needed ... Read more STEVE DAVISON | MONDAY, 27 SEP 2010 Steven Davison is national manager for AXA's GROW program and discusses the many issues that can arise when dealing with this area of business. Read more JENNIFER PORTER | MONDAY, 27 SEP 2010 Sydney-based married couple John, 52, and Marie*, 51, decided to seek a financial planner to make the most of their savings and figure out how best to prepare for their retirement. Read more WAI-YEE CHEN | MONDAY, 27 SEP 2010 Wai-Yee Chen, head of derivatives for RBS Morgans' Sydney Asian Desk, discusses in this paper the effect of the global financial crisis on investments. It looks at how the GFC not only affected people's bank accounts, purse strings and nest eggs but ... 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.