Eleanor Dartnall Principal, Focus Wealth Advisers Pty Ltd
ELEANOR DARTNALL | FRIDAY, 27 OCT 2017 I was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find out the very root cause of why people seek out financial advice." Read more ELEANOR DARTNALL | TUESDAY, 10 OCT 2017 What is value? Read more ELEANOR DARTNALL | WEDNESDAY, 27 SEP 2017 Thank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more about the 'real value' we offer our clients and how important it is to understand what emotional intelligence ... Read more ELEANOR DARTNALL | FRIDAY, 22 SEP 2017 Its Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to one another and our journeys begin. Each one has come to me having already had a journey of hard work ... Read more ELEANOR DARTNALL | THURSDAY, 11 DEC 2014 2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more PAGE: 1 |
Latest News
Calls for a simplified path to financial advice
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.
ANZ transfers Will bank to Equity Trustees
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.
Budget 2024: Stage 3 tax cuts to take effect July 1
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.
Budget 2024: Cost of living relief takes centre stage
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.
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.