Australian Financial Services Licensing (AFSL) Forum

This topic contains 1 reply, has 2 voices, and was last updated by  David 6 months, 1 week ago.

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  • #5677 Reply


    I am moving out of the financial services industry and am looking at selling my book of clients. All Retails super + insurance. All in the one platform, over $50M in FUM in total that I can break up. NO vendor finance. email me

    #5752 Reply


    can you tell me what the reoccuring is from FUM / insurance trail? any grandfathered clients?

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Reply To: book of clients for sale

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