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Mornington, FP (#SM403)


$100,000 Fees

About Listing

Fees of ~$66,000

This Financial Planning business with sole principal has $27.5m FUM.

Operating on a fee base for service only, with clients on ongoing service arrangements, this is an attractive portfolio for a Financial Planning firm wanting to expand its client base.

Reason for sale: Principal is wanting to retire.

Get in touch with Mark or Daniel now.

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