Sold

Financial Planning
(location not disclosed)

• Ref: 73089
• Price: (POA)
• Turnover: $140,000

A small self licensed AFSL, located on Sydney’s north shore has reviewed its operations and decided that it is time to sell a book of revenue that does not fit with its core offering to its accounting based clientele.

They are offering for sale a book of approximately 180 clients, $140K of trail revenue sourced from $20M FUM and $288K of annual risk premium.