Do you need to sign a Confidentiality Agreement (CA Form) to assist your broker ?CA Form
Business DescriptionThis firm is located in the South East of QLD on the Gold Coast with clients centred mainly in the local catchment area although with some clients also scattered around Australia.
Providing advice on life insurance including income protection, TPD and trauma and , superannuation and investments.
The practice has approximately 140 clients with trailing income streams of approximately $65,000 from risk and $135,000 from investments.
The practice provides a full range of financial planning services through a licencing arrangement that provides access to technical expertise and experience. It has two full-time staff.
To find out more information about this business, please complete the confidentiality agreement quoting reference number: 5050PR
Broker: Harry Notaras| E: email@example.com| P: 0434 344 282
Head Office | P: 07 3368 4010| E: firstname.lastname@example.org
Business Features / Snapshot
Price: $495,000 WIWOTrial: no
Your Business Broker
- Phone: 07 3368 4010
- Mobile: 0434 344 282
- Profile: view profile
Business Links / Tools
Southport, Queensland 4215