Showing 11 to 20 of 54 articles: JEFFREY SCOTT | FRIDAY, 5 FEB 2021 Advisers are often asked whether or not a client should own their total and permanent disability (TPD) policy individually (self-owned) or have it structured via a superannuation fund where they are a member. When comparing the pair, the answer may ... Read more CRISSY DEMANUELE | FRIDAY, 4 DEC 2020 Running a business means taking all sorts of risks, many of which can be difficult to control: economic ups and downs, increased competition and changing consumer behaviour, to name a few. Read more ANDY REYNOLDS | FRIDAY, 15 MAY 2020 An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total and permanent disability (TPD) insurance claimants may have significantly ... Read more RACHEL LEONG | THURSDAY, 5 DEC 2019 Annual events such as Movember highlight the need to consider the various insurance policies that can protect clients against the financial impacts of serious diseases most commonly affecting men, such as prostate cancer. Read more RACHEL LEONG | FRIDAY, 8 NOV 2019 Approaching a difficult topic Read more ANDRES WEBERSINKE | FRIDAY, 11 OCT 2019 Individual disability income insurance (DII or income protection) is a key insurance product for consumers. Read more JAMES MCFARLAND | FRIDAY, 19 JUL 2019 In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. Read more GREG MARTIN | FRIDAY, 28 JUN 2019 The psychology behind good and bad advice Read more GREG MARTIN | FRIDAY, 1 MAR 2019 Discontent is engulfing the retail income protection insurance sector. This is not surprising given income protection claims have doubled in the last ten years. Read more DANIEL BIONDI , PAUL CRONIN | FRIDAY, 14 SEP 2018 Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested for long term gains. Recently though the underlying assumptions, and ... 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.