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Avalonfs Pty ltd

AFS License Number
437518
Name
Avalonfs Pty ltd
ABN/ACN/ARBN
43162297298
Licensee issued
June 5, 2013
Address
Merrylands West, 2160, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alan Geoffrey Marsh1984Advanced Diploma of Financial Planning - International Institute of Technology ~ Australian Certified Investment Planner (with distinction) - Australian Investment Planners' Association ~ Financial Planning - SGSM (WSU) ~ Principles in Self Managed Superannuation Funds - International Institute of Technology ~ Principles of Advanced Taxation Planning - International Institute of Technology
 Andrew Unterweger1988Diploma of Finance and Mortgage Broking Management - Australis College (formerly Intellitrain) ~ Diploma of Financial Planning - Financial Planning Association
 Brad Frankham2009Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Monarch Institute ~ Professional Diploma in Stockbroking - Stockbrokers Association of Aust (formerly SDIA)
 Chantel Jade Woods2018Diploma of Financial Planning - Kaplan
 Cumarasamy Ravishankar2008CPA SMSF - CPA ~ Margin Lending - Kaplan ~ RG146 - Kaplan
 Gayle Margaret Mckew2003Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education (formerly Tribeca) ~ Graduate Diploma of Financial Planning - KAPLAN ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Super Funds - Kaplan Professional Education (formerly Tribeca)
 Geoffrey James Madafiglio1999Bachelor of Economics Law - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Glen Killen2006ASX Listed Products Accreditation Course - LPAC ~ Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Sharemarket investing for long-term gain - University of Sydney
 Janice Gail Iloni Furstenberg2001Bachelor of Economic Science - University of Witwatersrand ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) FNB50802 - Integratec Training Pty Ltd ~ MBA - University of Capetown ~ Self Managed Superannuation Funds (SMSF) Program - Kaplan
 Jeffery Chan2012Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Joseph Matthew Ryan2004924 - Superannuation - Kaplan ~ Financial Markets - Finsia ~ Managed Investments, Securities and Derivatives - Kaplan ~ Managing Risk - Finsia ~ Margin Lending and Geared Investments - Kaplan
 Michael Ngee Tiong Tan2004Bachelor of Commerce - University of Birmingham ~ Certified Financial Planner - FPA ~ Chartered Accountant - Chartered Accountants Australia ~ Diploma of Financial Planning - FPA ~ PhD Governance and Banking - University of NSW
 Michael Paul Anderson2008Bachelor of Commerce - Deakin University ~ Certified Financial Planner CFP 1, 2 & 4 - Deakin University ~ Ethics for Financial Services - Deakin University
 Michael Williams1990Accounting Certificate - TAFE ~ Association of Superannuation Funds Australia - Diploma of Financial ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Mylie Linda Johnston1997Certified Financial Planner - FPA ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Neal Hornsby1985Diploma of Financial Services (Financial Planning) - QUANTUM ~ Diploma of Financial Services (Financial Planning) - QUANTUM ~ Margin Lending - Financial Education Professionals ~ Margin Lending - Financial Education Professionals ~ Master of Business Administration - University of Southern Queensland ~ Master of Business Administration - University of Southern Queensland ~ RG 104 and RG 146 - Diploma Financial Services Financial Planning - Incl-Derivatives and MDA - QUANTUM ~ RG 104 and RG 146 - Diploma Financial Services Financial Planning - Incl-Derivatives and MDA - QUANTUM ~ SMSF and Estate Planning - Mentor ~ SMSF and Estate Planning - Mentor
 Norman Howe2004ASX Listed Products Accreditation Course - ASX/Savings Factory ~ Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Business Adminstration (Executive) - Australian Catholic University ~ Self Managed Superannuation Funds - Tribeca
 Paul Anthony Woodward2000Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Advising - Securities Institute ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Peter John O'malley2013Bachelor of Commerce - Macquaire University ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - University of NSW ~ SMSF SSA Acreditation - SMSF Association
 Riley Young2004Certificate SMSF Course - The University of Adelaide ~ Certificate in Margin Lending - Kaplan ~ Diploma of Financial Planning - Securities Institute Education
 Robert Farr1999Bachelor of Business - Kuring-gai College of Advanced Education UTS ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Planning 1-4 - Financial Planning Assocation of Australia -FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - Self-Managed Super Fund Association
 Roberto Larrondo2011Bachelor of Economics - University of Western Sydney ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Applied Finance - Kaplan Professional
 Roger Singh2013Diploma Financial Services (Financial Planning) - Securities Institute ~ Diploma Financial Services - Securities Institute
 Sara Jane Ritchie2007Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Shylea Ulrick2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - KAPLAN ~ SMSF Specialist Advisor - Self-Managed Super Fund Association
 Stacy Louise Barnes2014Bachelor of Business - Accounting - University of Sunshine Coast ~ Bachelor of Financial Planning - University of Sunshine Coast ~ Executive Master of Business Administration - University of Sunshine Coast
 Stephen David Murray1983Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Australia)
 William Alexander Brown1988Estate Planning - Estplan ~ PS 146 Knowledge Assessment - Integratec