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AVALONFS
AVALONfs is a company founded in 2013 in Parramatta, New South Wales. It provides licensing services and compliance support to financial advisers in the...
Overview
AVALONfs is a company founded in 2013 in Parramatta, New South Wales. It provides licensing services and compliance support to financial advisers in the financial planning sector. AVALONfs offers technical support, compliance frameworks, and professional development.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
Oceania
Country
Australia
City
Parramatta
Corporate office
Parramatta, NSW, Australia
Frequently asked questions
What investment vehicles does AVALONFS offer?
AVALONFS does not operate large-scale pooled funds. Instead, it structures individual managed accounts, direct property syndicates, and bespoke loan notes for family-office clients. The firm also administers self-managed superannuation funds (SMSFs), which form a significant portion of the asset base, and advises on direct equity and fixed-income holdings within those structures.
Is AVALONFS regulated as a lender or only as a financial adviser?
The firm holds an Australian Credit Licence, enabling it to directly originate mortgages, commercial loans, and asset-backed credit facilities. This regulatory posture distinguishes it from advisory-only wealth managers, as AVALONFS can structure and hold loans on its own book or on behalf of clients without brokering through a third-party bank.
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