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Your investment strategy is no longer just a compliance document, but instead should be used as a roadmap for how your fund will meet the needs of all members. The ATO has released extensive guidelines on...
Patrick Duke
Patrick is a financial adviser working at Integral Private Wealth’s Brisbane Office. Prior to Integral, he worked with The Westpac Group for over 14 years. Patrick holds a Master of Financial Planning Degree with Griffith University and is a Member of the Financial Planning Association (FPA). Follow him on LinkedIn.
