Certified Financial Planner – $150K
Independence & Equity
Qualified experienced Financial Planning professionals with existing clients are invited to join this leading national business.
Join a team of Advice professionals with four offices serviced by over twenty Financial Planners and dedicated team support team in Investment Research, Execution and Implementation, Client Services, Technical services, Practice Management and Compliance.
Looking for true INDEPENDENCE?
Ready for more advice time and LESS admin?
Principal Practice Member – Association of Independently owned Financial Professionals
Leverage the back office team and corporate facilities to continue growing your business.
Focus on relationships and advice.
Senior Advisers in the business enjoy equity participation. Your client revenue on entry to the business will be converted to equity / ring fenced.
You will enjoy high level support services to continue managing your existing clients and be encouraged to continue developing new client relationships.
Please contact Dugald Braithwaite (0426 639 054) for details on this business and a confidential discussion on your circumstances.