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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
 Amanda Marie Devlin2008Diploma of Financial Services (Financial Planning) - Kaplan
 Anthony Wolfenden2016Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Borislav Barna2010Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Degree of MBA (Finance & Accounting - University of Liverpool ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Christopher Leishman2003Certified Financial Planner - FPA/Deakin University ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Specialist SMSF Course - Cavendish/University of Adelaide
 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 ~ Graduate Diploma of Financial Planning - KAPLAN ~ Postgraduate Diploma in Financial Planning - University of the Free State
 Kieran John Bowman Tapley2008Diploma of Financial Planning - Mentor Education ~ Self Managed Super Funds - Kaplan
 Marc Schneider2010Bachelor of Business - Southern Cross University ~ Graduate Diploma of Financial Planning - Finsia ~ Self Managed Superannuation Funds - Kaplan
 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
 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
 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
 Vilma Pernini2007FASEA Exam - FASEA ~ Graduate Diploma of Financial Planning - FINSIA