Sold

Financial Planning
(location not disclosed)

• Ref: 72628
• Price: (POA)
• Turnover: $227,000

A small self licensed AFSL (insurance & superannuation product only), operated by an industry veteran with more than 30 years experience. The vendor has determined that it’s time to retire from the financial services market and seek new challenges. The practice has been very much targeted towards life risk insurance products with some focus on superannuation.

This is a book of 1,300 names that produced $227,000 of recurring revenue in the 2009 financial year. The practice is located on Sydney’s north shore.