NEW!
Strategic Brisbane Financial Planning AFSL & Advice Platform Opportunity
Brisbane CBD
- Ref: 135295
- Price: (POA)
- Turnover: $1,335,000
Strategic Brisbane AFSL and advice platform opportunity with $1.025m+ recurring revenue, $124m FUA/FUM and preference for buyers seeking the complete licensee and advice book package.
A strategic Brisbane-based financial planning AFSL holder and advice platform is available for acquisition by a suitably qualified buyer seeking licensing capability, recurring income and a platform for future growth.
The opportunity comprises an established financial planning licensee, associated operating infrastructure and two commercially aligned recurring revenue advice books. In combination, the platform represents more than a traditional client book acquisition. It provides access to an established advice framework, embedded client relationships, experienced adviser transition support, support staff, compliance infrastructure, operating systems and a substantially progressed transition toward an SMA-based investment architecture.
The combined client base comprises approximately 158 client groups, with FUA/FUM of approximately $124 million and recurring advice revenue of approximately $1.025 million per annum ex-GST. The underlying opportunity is positioned as a coordinated platform acquisition, with the AFSL, operating infrastructure and recurring revenue books to be considered together by the preferred buyer.
The vendor’s clear preference is for a buyer who wishes to acquire the AFSL together with the recurring revenue advice books. While transaction components may require separate documentation due to ownership structure, preference will be given to qualified parties seeking to acquire and transition the complete licensee and advice platform opportunity.
The licensee includes established AFSL capability, MDA capability, credit licence capability, compliance framework, external compliance support arrangements, operating systems, business infrastructure, supplier and software arrangements, business records, processes and related platform framework.
This opportunity may suit an established financial planning group, licensee operator, accounting group with advice capability, professional services firm, adviser-led group or private capital-backed acquirer seeking a Brisbane-based advice platform with existing recurring revenue and future growth capability.
