Financial Planning Book for Sale
Predominantly NSW and Queensland

  • Ref: 130133
  • Price: (POA)
  • Turnover: $357,170

A book of Financial Planning Clients for Sale located mainly across Queensland and NSW consisting of 88% risk 8% investment and 4% Grandfathered.

This list of clients is excess to the needs of the vendor. The vendor is seeking to sell this book as one lot however will consider spliting the book along state lines. The opportunity may suit a planner looking to add to an existing base or a planner looking to start out.  

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