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IMAP - Institute of Managed Account Professionals - not for profit

not for profit

  • Working with not-for-profit clients

    Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market), share their views on not-for-profit clients.

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Phone
0414 443 236