ANQING LIN | MONDAY, 5 DEC 2011 Life insurers in Australia typically offer a guaranteed future insurability (GFI) feature as part of their lump sum risk product range. This papers discusses the emphasis is on the mortality risk, the potential impacts of life changing events and the ... Read more YONG JIAN KHOO | THURSDAY, 17 NOV 2011 Life insurance serves various purposes, such as mitigating the financial impact of adverse events such as death or disablement; providing a means of private savings; and for funding retirement. Clearly, the amount of money an individual spends on life ... Read more RICHARD KLIPIN | THURSDAY, 17 NOV 2011 The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more detailed way how Australian consumers are addressing risk, in particular their life insurance and corporate ... Read more TIM SANDERSON | MONDAY, 1 AUG 2011 This paper, Life insurance through super - optimising clients' incomes, examines considerations for an adviser when assessing life insurance within the superannuation. Read more STEPHEN GRAHAM | MONDAY, 27 SEP 2010 According to recent Lifewise / NATSEM research, 95 per cent of Australian families don't have adequate insurance cover. This dramatic level of underinsurance provides a significant opportunity for financial advisers, especially when the client's superannuation ... Read more MARK STORY | MONDAY, 27 SEP 2010 What comes first, the insurance cover or the underlying business succession strategy? As Melbourne-based company directors discovered by default - no business should have one without the other. Read more MARK PATTERSON | THURSDAY, 14 JAN 2010 Once upon a time, insurance lived in the realm of specialist risk advisers only. Today, through innovation, new technologies and necessity, insurance products have evolved and are simpler to understand and explain, making it more accessible to advisers ... Read more JON DE FRIES | FRIDAY, 22 MAY 2009 Jon de Fries argues that "well-structured business insurance helps keep your business functioning and protects the value of your business in the case of unplanned events." His paper points out the chronic under-insurance across Australia, especially ... Read more ALEX WAGNER | FRIDAY, 22 MAY 2009 Alex Wagner is the claims manager at Zurich. In this paper Alex shows that insurers assess claims under the spotlight of two competing objectives - the need to assess claims quickly because of potential commercial reputational damage and the prudential ... Read more PHILIP FOURIE | SUNDAY, 10 MAY 2009 In an attempt to better understand the Australian life insurance sector, Fintechnix identified 28 thought leaders in the sector and asked them to share their views on the issues affecting their industry. The responses to the questions asked provide ... 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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