Long held client base in Financial Planning, currently operated from Central Coast with approx. $17,000 (excluding GST) in trail income [Web Link Censored]. plus upfronts and other fees in the region $240,000.
Specialising in in self managed superannuation around 50 clients as well as Insurances, Life, TPD, Trauma and income protection. Approx. $150,000 per annum.
Total clients around 225.
Vendor works Monday to Thursday with 1 fulltime and 1 casual employee.
Premises optional.
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