Project Description

Are you domiciled in any of these locations or could move there?

AdelaideBallaratBrisbane. CBDBrisbane northern suburbs
Brisbane SouthBundabergCairnsCanberra
Coffs HarbourFootscrayFrankstonGeelong/Surf Coast
Gold CoastIpswichMelbourne CBDMelbourne Northern suburbs
Melbourne South East suburbsMackayMilsons PointParramatta
Sunshine coastSydney CBDSydney. Northern beachesSydney West. Parramatta
WarrnamboolTweed HeadsNewcastleGippsland

We have organisations looking to partner with you as AR’s or employed advisers

Are you looking to:

  • Downsize?
  • Relocate?
  • Change AFSL’s?
  • Go out on your own?
  • Look at a management succession plan?
  • Become a paid adviser?
  • Amalgamate your business?
  • Sell your small AFSL?

For an initial, confidential discussion please contact Jim Prigg on 0408 520453 or