Avana Financial Solutions Pty Ltd Highlights Corporate Vision and Growth Strategy.

Jason Davis, the founder and Managing Director of Avana, stated, “The outcomes of the Banking Royal 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.”

Mr. Davis continued, “Avana was established by financial advisors and practitioners to address the regulatory framework changes as well as the changes in market demographics. To incorporate the spirit of the Banking Royal Commission, our company’s core purpose is “to protect and grow the wealth of our clients.” That purpose is the single best motivator to get everyone in an organization rowing in the same direction, and to help us achieve our goal of being the preferred financial services licensee by 2025”.

Avana’s defined mission statement to achieve this vision is: “To blend outstanding advisors, future proof technology and customer centric products/services to protect and grow the wealth of our clients.”

The Company’s strategy statement, “We protect and grow advisors – they protect and grow our clients` wealth” must be clearly understood by all employees, adviser network and suppliers before being communicated to Avana’s target audience. This ensures that Avana builds and enhances an authentic brand that focuses on “Results...Enabled by technology and delivered by trusted friends”. This is represented in the visual elements of the brand and its rational.