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Oct 28, 2019 31 min

191 | Wrap and Managed Accounts

from Tax Talks Hosted by Velocity Legal Pty Ltd

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

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191 | Wrap and Managed Accounts

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This episode was published on October 28, 2019.

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