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Totally agree - it completely depends on the the clients situation and future plans.

Don't stress if you didn't, it's not the end of the world and is fixable down the track. Many brokers are just fine at one-off purchases but people looking to buy multiple IP's have different needs. For now it's probably fine - when the time comes for IP2, the broker you choose will be able...

Was there a specific reason your broker went with NAB so early on? If you are growing a portfolio, they are an unusual first choice and it could make expanding difficult down the track. Definitely sit down with a different broker to map out your course, not all brokers are good at...