Managed Accounts and Centaur Financial Services – Praemium Podcast
Hugh Robertson joins Praemium’s Martin Morris in a podcast to discuss the key learnings that Hugh and our team have gained through our implementation of Managed Accounts.
“As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.”
Click here to listen to the podcast.
As always, if you would like to discuss the contents of this newsletter please give us a call 07 5559 5760.
Hugh Robertson