Sold

Financial Planning
(location not disclosed)

• Ref: 85771
• Price: (POA)
• Turnover: $180,000

An individual adviser located in Canberra’s Inner South is relocating interstate and has made the decision to sell the book of revenue that is associated with the Canberra location.

They are offering for sale a book of approximately 80 clients, $180K of trail revenue sourced from approximately $20M FUM and $270K of annual risk premium.