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Avana Financial Solutions Pty ltd

AFS License Number
516325
Name
Avana Financial Solutions Pty ltd
ABN/ACN/ARBN
67631329078
Licensee issued
Nov. 7, 2019
Address
Southbank, 3006, VIC

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; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Ben Lomsargis2005Diploma of Financial Services - Securities Institute ~ Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Adam John Storey2012Graduate Certificate in Financial Planning - University of the Sunshine Coast ~ Graduate Diploma in Financial Planning - University of the Sunshine Coast ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Amanda Marie Devlin2008Diploma of Financial Services (Financial Planning) - Kaplan
 Anthony Lorne Sampson2009Advanced Diploma of Financial Planning - Mentor Education ~ Diploma - Financial Services - Financial Planning - RG One Four Six ~ Margin Lending Accredited - Mentor Education ~ SMSF Adviser Accreditation - Mentor Education
 Anthony Wolfenden2016Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Christopher Beks1999Bachelor of Business (Accounting) - Bendigo College of Advanced Education ~ Cert IV in Financial Services (Finance/mortgage broking) - Intellitrain ~ Graduate Diploma of Management Accounting - Deakin University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Compund Investments
 Christopher John Cannon2015Diploma of Financial Planning - International Institute of Technology
 Clinton Paul Rautner Gillman2016Diploma of Financial Planning - International Institute of Technology
 Damian Thomas Liddell2002Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ Cavendish & ICFS Specialist SMSF course - University of Adelaide ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Danny Charles Pianta2015Diploma of Financial Planning - International Institute of Technology
 David Gerard Dominic Pereira2010Bachelor of Commerce - Murdoch University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Self Managed Super Funds - Monarch Institute
 Gina Francis Benney2018Bachelor of Commerce (Marketing Management) - University of South Africa ~ Diploma of Financial Planning - Mentor Education ~ Postgraduate Diploma in Financial Planning - University of the Free State
 Gregory Peter Robertson1996Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Insurance - Australian Institute of Insurance ~ Diploma of Financial Services - Margin Lending - GWM Adviser Services
 Kate Elizabeth Trost2014Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Self Managed Superannuation Funds - Kaplan
 Kevin Hollingsworth1999Count Wealth Accountants Adviser Course - Count/Kaplan
 Marc Schneider2010Bachelor of Business - Southern Cross University ~ Graduate Diploma of Financial Planning - Finsia ~ Self Managed Superannuation Funds - Kaplan
 Mario Babic2008Cavendish & ICFS Specialist SMSF Course - Adelaide University ~ Certificate IV Mortgage & Financial Broking - Plan Connect ~ DPML Margin Lending - Pinnacle Financial Services ~ Diploma of Financial Planning - Kaplan
 Mervin Willy Robert2015Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
 Michael William Sheridan1991Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association ~ SMSF RG146 Certification - SMSF Strategies
 Mikhaila Joan Robertson2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Economic, Legal & Ethical Context for Financial Planning - Kaplan Professional
 Nathan Joshua Bosman2016Diploma of Financial Planning - International Institute of Technology
 Patrick Michael Dodds2018Advanced Diploma of Financial Services - Monarch Institute ~ Diploma Financial Services - Monarch Institute ~ Self Managed Superannuation Funds - Kaplan Professional
 Philip John Pote2000Diploma of Financial Planning - Deakin University ~ SMSF Specialist Accreditation - Kaplan
 Sean Clarkson2014Bachelor of Business - Deakin University ~ Diploma of Financial Planning - AAMC Training Group
 Simon Anthony Liddle2001ASX Listed Products Accreditation Course - Savings Factory & ASX ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending 928S - Kaplan ~ SMSF Adviser Education Program - Financial Essentials
 Stephen Edward Luman2012Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ("IIT") ~ Self Managed Superannuation Funds - International Institute of Technology
 Vilma Pernini2007Graduate Diploma of Financial Planning - FINSIA