FP/Risk Business Opportunity Wanted in QLD.

A well-established financial planning in Brisbane is looking for a suitable experienced financial advisor business looking to establish a Joint venture or Merger.

  • Seeking an existing financial advisor in surrounding area to our office to join a joint venture in our office
  • We already have an existing client base and looking for the above to provide capacity as well as allow for future growth.
  • The existing client base comprises of Risk, SMSF and retirement planning services.
  • The merger/JV would provide the partner an establishment within our office and high-quality client introductions from lending and accounting business
  • Rent would be applicable but provides cost savings with shared facilities

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