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who are we?

AVALONfs was founded in 2013 and is privately owned. Our highly experienced financial services executives have direct financial planning experience and excellent reputations for their ethical conduct and commercial success.

We respect the value of the work done by ethical and competent financial advisers and seek out those possessing these attributes.

We believe that professionals should be free to run their practices with a minimum of interference from their Licensee.

We insist on the client’s interests coming first, on effective management of client risk and on impeccable ethical and compliance standards.

We charge flat fees for the services we provide to our advisers and do not accept financial incentives that would influence product choices.

Neal Hornsby

CEO / Director

John Prowse

Head of Education / Director

Stephen Etchell

Director

Sean Pennington

General Manager

Brendan Dickson

Responsible Manager

Diana Mazzocco

Head of Operations

Amy Williams

Operations Administrator

Licensing Fees

AVALONfs charges a flat fee per adviser for the services it provides to you. All fees and commissions you earn are passed on to you in full.

Our licensing fee is payable monthly and includes:
– Technical / Compliance Support
– Professional Indemnity Insurance
– Revex Commission Software
– Rainmaker CPD program

Remuneration payments

Remuneration earned is paid to you weekly through Revex web-based software. The cost of this service is included in the Licensing Fee.

This software tool provides you with safe storage for your RCTI and commission statements, extensive client reporting and client management, and the ability to generate invoices straight to your clients.

Professional Development

Rainmaker CPD allows each adviser to maintain professional development standards without leaving their office. It is a complete CPD compliance solution delivered through online training. The cost is included in your
Licensing Fee and your development is monitored by our compliance area. As quality advice and compliance are the keys to our business, we place great importance on supporting our advisers’ professional development.

In addition to the Rainmaker online CPD program, AVALON also holds a minimum four days of Professional Development sessions. These are spread over the year with two or more being held at our Annual Conference.

Additional Services

Remuneration earned is paid to you weekly through Revex web-based software. The cost of this service is included in the Licensing Fee.

The Responsible Managers of AVALONfs have a combined experience of over 50 years in Funds Management, Life Insurance and Compliance and are available for any Technical and Compliance support required. Paraplanning services and administration support is also available for an additional fee.

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