About us

Balancing High

Tech with High Touch.

WHO WE ARE


Avana Financial Solutions Pty Ltd – AFSL No: 516325, was established by financial advisors and practitioners with individual experience of more that 20 years following the Banking Royal Commission. The outcomes of the Commission that were announced after February 2019 have changed financial planning and wealth management practices in Australia dramatically with the introduction of a new regulatory and legal environment.

The industry is also about to experience further disruption as a major demographic change happens over the next 5 to 10 years. Financial advisors will need to develop new relationships and create a different client base as their baby boomer clients progressively exit the market.

Avana is a wholly owned subsidiary of Exit Solutions Ltd. Avana was established with the mission to design the future of financial advice and wealth management on a foundation of dependable and effective compliance. We believe that the future advice practice shall have two key elements namely:

We believe that the future advice practice shall have two key elements namely:

Artificial Intelligence, which we call it
High Tech
Service Excellence, which we call it
High Touch
These two pillars of shape our business model – Balancing High Tech with High Touch.
If you are a user of financial advice or a financial advisor, you should not pay or invest time on drafting or obtaining statements of advice. Let technology do that. As s client, you invest in getting quality that meets your needs and profile and as an adviser you invest time in providing quality advice that meets your client’s needs.

If you want to experience how the future advice looks like connect with one of our service ambassadors today.

Should you want to meet one of our authorized corporate representatives or authorized financial advisors please find one nearest to you by using our location intelligence based on your post code.

If you are a financial advisor and you would like to find out why you should join the Avana Community connect with one of our senior team members now.