Project Description

Experienced and qualified senior financial adviser with approved finance is looking for acquisition opportunities in the Eastern Suburbs of Melbourne.

Ideal business would be a gradual succession by the outgoing adviser to maintain and pass over client relationships, fee for service and funds held under Colonial, BT Wrap, Panorama or other major platforms and can consider vendor terms for the sale.

This is a great opportunity for a retiring adviser to sell to an experienced and genuine adviser with support from a major privately owned dealer group.

For more information and a prompt introduction please call Jim Prigg on 0408 520453 or jim@knowledgemaster.com.au.