AVALONFS Revenue

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.

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