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Buying a Financial Planning Business in 2018

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Buying a Financial Planning Business in 2018


There is abundant change on the horizon for Financial Planning business. With education changes and Royal Commission lead future outcomes, there certainly be transformation in businesses and opportunities will be presented to Financial Advisers. Our presenter Scott Harris will discuss what is involved in buying and selling a financial planning business in 2018.Meet the Guest Speaker Scott Harris 

Scott is a specialist in Acquisitions and Succession and leads MLC’s mergers and acquisitions team. Prior to joining nab Scott spent 10 years with AXA/AMP. At AMP, Scott managed AMP’s equity portfolio of financial planning practices across ipac, Charter and Hillross. Other roles within AXA/AMP included managing the Mergers, Acquisitions and Succession offer and AMP Bank practice finance offer. Prior to working at AMP, Scott worked in Mergers and Acquisitions at the accounting firm Deloittes in Australia, London and the US.

His presentation will focus on:Steps involved in buying a book. Main aspects to make your business sale ready. Tips and trap for Advisers looking to buy into a business/succession plan. Succession plan versus buying a third party business Valuing a business in the current climate?Funding the purchase of the book. What’s involved?

Event PartnersAsteron, TAL, IOOF



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Map Cucina North Adelaide, 21 O'Connell Street, Adelaide, Australia
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AFA Association of Financial Advisers
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