 ANNIKA BRADLEY | FRIDAY, 3 MAY 2024 Managed accounts or portfolios continue to grow in popularity among advisers. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly ... 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.
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