Tax Talks

191 | Wrap and Managed Accounts


Listen Later

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.
...more
View all episodesView all episodes
Download on the App Store

Tax TalksBy Velocity Legal Pty Ltd

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Tax Talks

View all
How Do They Afford That? by Michael Thompson and Canna Campbell

How Do They Afford That?

5 Listeners