Avalonfs
All advice groups make the same statements about the quality of advice, the difference with AVALONfs is that this advice group is built on risk management, compliance and a product selection largely left to the adviser. AVALONfs is 'risk centric'. That is our product list is more broad than the average advice group, but at the same time more narrow in its band of risk. The difficulty for the investor is to find an adviser who doesn't run with the pack. AVALONfs was founded in 2013 to provide licensing services to industry professionals that embrace the Best Interest Duty of the FoFa legislation in the practice of the provision of financial advice. There is no product bias with AVALONfs, but rather a focus on structural and strategic advice that ultimately drives client outcomes. Having been formed by compliance professionals who have also been advisers, AVALONfs differentiated itself from the herd in that we began with the client’s best interest. Our investors are therefore far better served and looked after than the general client population. We believe that a solid compliance framework, coupled with market leading technology will not only be paramount to investors but also attract the right advisers At AVALON we provide for our Advisers: • Support to help you achieve the most with your practice; • Low monthly adviser fee includes CRM, Rainmaker CPD Solution and PI; • You keep 100% of your income; • An extensive and flexible Approved Product List backed up by an expert investment committee; • Our sophisticated compliance platforms ensures your compliance through better and embedded processes; • Para-planning and Admin support is available; • Extensive technical support and back up; • Privately owned; and no connections with any financial institutions.
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Verified contacts
9
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JP
John Prowse
Director · General Business & Management
EmailPhone - AN
Alvin Narayan
Head of Compliance · Legal
EmailPhone - GM
Geof Marsh
Wealth Adviser · Finance & Accounting
EmailPhone - SP
Sean Pennington
General Manager · General Business & Management
EmailPhone - AW
Amy Williams
Operations Administrator · Operations
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Avalonfs
7 distinct titles indexed · top 7 shown.
- 2head of compliance
- 1authorised representative
- 1director
- 1general manager
- 1operations administrator
- 1senior financial adviser
- 1wealth adviser
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