Showing 21 to 30 of 172 articles: 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. Read more DREW BROWNE | SUNDAY, 10 APR 2022 Given the abundance of our modern lives, it is not surprising that we end up with complicated feelings and concerns about money and possessions. Children ask a lot of questions-it is part of their job, and adults raising children are going to face unexpected ... Read more RAY MILES , NEIL YOUNGER | FRIDAY, 19 NOV 2021 This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more MICHAEL DUNDAS | THURSDAY, 11 NOV 2021 This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more GERARD KERR | THURSDAY, 22 JUL 2021 Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more ROBERT SWAN | THURSDAY, 1 JUL 2021 Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more DREW BROWNE | THURSDAY, 24 JUN 2021 Thinking about setting some financial goals this year? Sounds simple enough right? But simple doesn't always mean easy. Read more JASON KOMADINA | FRIDAY, 19 MAR 2021 Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. Read more DREW BROWNE | THURSDAY, 14 JAN 2021 Get clear on what is at stake when you borrow with others. Read more MARK WILKINSON | FRIDAY, 13 NOV 2020 The Financial services industry continues to undergo significant change. With the Australian economy now in a recession, many clients are looking for advice and reassurance. However, as the number of financial advisers continues to dwindle and a substantial ... 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.