Project Description

Multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management. Macquarie and MLC platform businesses are preferred however open for discussion to all opportunities.

The firm has been operating for 8 years with a history of successful acquisitions to date, operates under its own AFSL and current clients are from all stages of life and located Australia wide.

Being fully funded, the firm has the ability to move quickly and is ready to talk immediately to genuine vendors. Employment opportunity for servicing advisers is available for the right cultural fit.

For more information and a no cost, no obligation introduction please call Jim Prigg on 0408 520453 or contact