AVALONfs

Financial Services - Parramatta, NSW, AU

AVALONfs Details

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 advisersAt 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 logo, AVALONfs contact details
Website: avalonfs.com.au
Employees: 20 - 49
HQ: N/A
Location: Parramatta, NSW, AU
Revenue: 1 - 2.5 Million
N/A
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AVALONfs: A Risk-Centric Approach to Financial Advisory Services In the world of financial advisory services, it can be challenging to find a group that truly prioritizes the best interests of its clients. AVALONfs, a privately owned company based in Parramatta, Australia, aims to differentiate itself from the rest by taking a risk-centric approach to financial advice. Founded in 2013, AVALONfs provides licensing services to industry professionals who embrace the Best Interest Duty of the FoFa legislation, with a focus on structural and strategic advice that drives client outcomes. AVALONfs' approach to financial advice is built on a solid compliance framework, coupled with market-leading technology. This allows the company to provide its advisers with the support they need to achieve the most with their practice, while also ensuring that clients receive the best possible service. With a low monthly adviser fee that includes CRM, Rainmaker CPD Solution, and PI, advisers are able to keep 100% of their income. Additionally, AVALONfs offers an extensive and flexible Approved Product List, backed up by an expert investment committee, as well as para-planning and admin support, extensive technical support, and privately owned status. Neal Hornsby, Chief Executive Officer of AVALONfs, explained that the company was founded by compliance professionals who have also been advisers, and therefore understand the importance of prioritizing the client's best interest. "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," Hornsby said. With its unique approach to financial advisory services, AVALONfs is well-positioned to provide its clients with the best possible outcomes. Whether you're an investor looking for personalized advice or an adviser seeking a supportive and compliance-focused environment, AVALONfs is definitely worth considering.

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