concepts’

Operations

Structure for succession: how to end an era

For an industry based around the retirement of others it is surprising how few financial planners practice what they preach about preparing for the inevitable. Adelaide-based adviser Gerard O’Brien, explains how he came to grips with the problem.
Operations

Structure for succession: how to end an era

For an industry based around the retirement of others it is surprising how few financial planners practice what they preach about preparing for the inevitable. Adelaide-based adviser Gerard O’Brien, explains how he came to grips with the problem.