SCOT ANDREWS | SUNDAY, 1 JAN 2006 A term allocated pension has its own set of complexities. An understanding of how a TAP works, the implications on social security and RBLs and the strategies that can be applied may mean the TAP could have a core place in a client's retirement ... Read more SALLY MANION | SUNDAY, 1 JAN 2006 Without precedents to follow, the implementation of FSR has been driven by legal interpretations of the legislation.There is a need for a more practical approach to the production of Statements of Advice (SoA) when providing to clients recommendations ... 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.
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