Leadership

Diverse & Dynamic

Team

 
Jason Davis

Jason Valentine Davis – Founder & Managing Director

Jason is the founder and Managing Director of Avana. He has extensive practical experience in the financial services sector, with over 25 years of experience in finance, funds management, compliance, financial planning, mortgage broking and accounting.

In his capacity as a financial planner, he has provided advice and assistance to clients regarding securities, managed investment scheme interests, insurance, government debentures, deposit products, non-cash payment products, derivatives, life products, RSAs, margin lending facilities and superannuation.
Jason is studied
๏ Diploma of Financial Services (Financial Planning) – 2005 - Financial Planning Association of Australia Limited
๏ Advanced Diploma of Financial Services (Financial Planning) – 2006 ๏ Tribeca
๏ Postgraduate Diploma in Finance – 2002 - The University of Melbourne
๏ Graduate Diploma in Accounting – 2004 - La Trobe University
๏ Certificate IV in Property Services (Real Estate) – 2012 - PRET Australia
๏ Diploma of Finance and / Mortgage Broking Management - May 2012 - AAMC Training Group
Jason is member of
๏ Self-Managed Super Fund Association of Australia.
๏ Mortgage Finance Association of Australia.

Barend Hermanus

Berend Crous (Bennie) – Director & Community Manager

Bennie has experience in leadership and management within the Financial Planning environment, having obtained his MBA degree and spending 15+ years with a South African Stock Exchange Listed Financial Services Company, Sanlam Limited and consulting to other Financial Planning Service Companies. His experience extends to leading and managing the Financial Planner to Company and Financial Planner to Client relationships, developing high-performance individuals and teams within organisations which embraces client centricity, resulting in extensive understanding of relationship management within the Financial Planning environment. He also holds a Diploma in Financial Planning and an Advanced Postgraduate Diploma in Financial Planning.

Cristian

Cristian Fuenzalida – Risk & Compliance Manager

Cristian is the Risk and Compliance Manager of Avana. He has been in financial planning industry for the past 13 years where he has worked in different roles such as para- planner, client servicing, administration, risk financial planner, advice analyst, remediation advisor and compliance officer.
Mr Fuenzalida`s experience includes with small to medium financial operators such as Centric Wealth Advisors, Hillross Financial Services, Financial Technology Securities and large operators and dealer group such as Wespac and Suncorp Financial Services. The exposure in different roles and different sizes of opeations has equipped Cristian with required competency to audit and assess the risk of our authorized advisers and support them accordingly.
Cristian is a graduate of Business Administration from University of Canberra. He holds Diploma in Financial Planning and Advanced Diploma in Financial Services.