Sold

Financial Planning - Investment Based
(location not disclosed)

• Ref: 118171
• Price: (POA)
• Turnover: $141,000

A book of revenue estimated at generating $141,000 in 2012 ($168,200 – 2011). The client portfolios are predominately “blue-chip” shares with advice and fees generated by way of stock broking advice.

150 clients with direct assets FUM of $15 million. The client base is split between Brisbane and MacKay and there is a good base of referring accountants. The vendor has decided to leave the industry and will happily transition the relationships.