AVALONFS

AVALONFS

Financial Services Au 14 employees
Employees
14
Contacts
1
Emails
1
Phones
1

AVALONFS Overview

Headquarters
Au
Phone Number
Available in AeroLeads
Website
avalonfs.com.au
Industry
Financial Services
Employees
14
Founded
2013
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About 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.

AVALONFS Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

AVALONFS Org Chart

Sample employees and titles
Name Title Contact
John Prowse Principal at Financial Shoebox Pty Limited
Email Phone
Geof Marsh Mfinplan, Ba(hons)mles, Authorised Representative of Avalonfs Pty Ltd
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Paul Woodward - Superannuation and Insurances Life Insurance, Life Insurance Expert, Life Insurance Adviser, Life Insurance Agent, Life Insurance Consultant
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Neal Hornsby Principle and Director at Drisk Consulting Principle and Director at Avalonfs
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Employees by Management Level

Individual contributor 4 profiles
Director 1 profile
Manager 1 profile
Senior / Lead 1 profile

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