Dr Ray McHale Chief Executive Officer, My Next Advice
RAY MCHALE | THURSDAY, 25 MAY 2023 Are you walking the talk on trust? As abstract and amorphous as the concept of trust may appear, we all implicitly know how essential it is to business success. Nothing meaningful or valuable happens without it. Read more RAY MCHALE | FRIDAY, 22 OCT 2021 Consideration of trust and trustworthiness in the financial advice industry is unavoidable. This is because the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (FASEA Code) is unequivocal. Read more RAY MCHALE | THURSDAY, 21 JAN 2021 The Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (Code) consists of the five ethical values of trustworthiness, competence, honesty, fairness, and diligence; and these underpin the prescribed 12 standards. Read more RAY MCHALE | FRIDAY, 8 NOV 2019 Lots of people in the industry are yelling right now because they have serious concerns about the introduction of FASEA's Code of Ethics. 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.