Future proof technology
& customer centric products
Avana`s Licensing ServicesAvana`s licensing service offers you the ability to become a corporate authorized representative of Avana Financial Solutions Pty Ltd – AFSL No: 516325. We are assembling a community of financial advisors that believe in our purpose: “to blend outstanding advisors, future proof technology and customer centric products/service to protect and grow the wealth of our customers”. Here are five key unique differentiating capabilities that Avana has designed to deliver to our community of authorized corporate representatives:
What does it take to join the Avana Community of Advisors?
Avana vision is “to be the preferred financial service licensee by 2025”. Therefore, we are very careful with regard to who we authorise to operate under our licence. The following are key requirements you need to fulfil to join the Avana Community of Advisors:
• Entity Suitability • Capability Suitability • Culture Suitability • Governance and Compliance Suitability
After you pass the above requirements and you have been authorized under our license your would need to maintain a number of ongoing requirements such as: • Ongoing Governance and Compliance • Revenue Growth • Learning & Growth • Service Quality Standards
If you would like to understand what these requirements mean for you and your business, please contact our Community Manager today by completing this form.
The Process of Joining the Avana Advisor Community
Expression of Interest
๏ Culture Assessment