Chris Mather Head of Platforms Distribution, BT Financial Group, BT (at time of writing)
CHRIS MATHER | MONDAY, 18 JUL 2022 Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more CHRIS MATHER | TUESDAY, 13 OCT 2020 As businesses adapt to what we hope is a post-COVID world, more will be able to turn their focus from survival and business continuity planning, to longer time horizons. For advice practices, a key consideration is ensuring they are poised to support ... Read more PAGE: 1 |
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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.