Office space & business proposal for Certified Financial Planner
Back Office Hero Pty Ltd
We have a purpose built financial planning office to let. We are after a planner wanting to commence his/her financial planning business career within a joint equity arrangement. We offer back office services based on Xplan and outsourcing that we wish to marry with front office/client experience. Based in Pymble, Sydney.
Back Office Hero Pty Ltd provides back office consulting services to planning pratices Australia wide. We create efficiencies to drive profitability allowing the planner/owner to grow client numbers.
Willing to build a financial planning business with our assistance in the back office. Must have Xplan experience and be CFP and FASEA completed.