David Heather Chief Executive Officer, Xplore Wealth Limited (at time of writing) David is a recognised specialist in the managed accounts field and has over 27 years experience in the Australian financial services industry. In 2005 David was appointed head of distribution at Aegis where he was responsible for building a portfolio business and distributing research to financial planning groups and broking firms. David joined managedaccounts.com.au as the head of distribution in March 2008 to assist advisers, financial planning groups and broking firms with the integration of managed accounts into their existing business models, and, in February 2014, was duly appointed the chief executive officer role.
DAVID HEATHER | TUESDAY, 3 NOV 2015 It wasn't that long ago that financial services was all about specialisation. 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.