Pro time-saver tips for Netwealth users

 
Date: 15 March 2021


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About this presentation

Lucy Gaff, Training & Relationship Manager (VIC), shows time-saving tips to become more efficient and effective when using Netwealth’s online tools and functionality.

Lucy shares her insights to help you use Netwealth in a more productive way, with topics covering;

  • Optimising tax outcomes for clients
  • Charging advice fees online
  • Managing cash in client portfolios
  • And more...

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