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We have a unique opportunity for a quality adviser(s) to join our network and purchase a book of clients. As part of the Insight Group, we a have constant referral source of new clients with our integrated accounting and legal practices. Just to give you an idea, we have referred more than 50 clients to our existing 3 advisers within the last year. The existing book of clients are considered high-value clients from our accounting and legal practices.
We are completely flexible on purchase arrangement and we can vendor finance the right advisor. Some conditions apply, as you must be Sydney based and work within our office in Sydney. You must join our dealer group and ideally have the capacity to take on new clients. The remuneration model is a revenue share split at 80/20%.
Additional benefits include a deep license, an extensive APL, a commitment to compliance through technology and production of advice documents (SoA and RoA) in minutes, not hours. If you would like to find out more, simply email me and we can arrange to meet.
I look forward to speaking with you soon.
+61 400 555 225