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Licensing Solutions for Financial Advisers
A boutique dealer group, Avana Financial Solutions is a national licensee that offers financial advisers a life-long home. At Avana, we pride ourselves on our ability to connect with advisers across our network to offer practical and effective solutions for your business.
Our
Mission
Our key mission at Avana is to provide a holistic licensee solution for your business. Avana seeks to provide genuine and ongoing licensee support to all of our advisers, whilst giving them the opportunity and freedom to grow their business in a way that suits their needs and goals.
Why Choose Us
Business Set Up/Wind Down Assistance
Exciting & Value Rich Professional Development Days
General ongoing business support including regulatory updates, templating & more
Genuine CPD Support & Flexible APL
Tailored fee structure depending on the needs of your business
Dedicated Compliance & Revenue Teams
Meet the Team
Founder & Managing Director
Jason Davis
With over 20 years’ experience in financial services, Jason founded Avana in 2019 with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Avana team.
Director & Business Partnerships Manager
Marigold Botton
With over 17 years' experience in financial services and currently a qualified financial adviser running her own business, Marigold brings energy and drive to the Avana team. Leading the growth of the licensee, Marigold’s key mission is to understand you and your business to best tailor your experience with Avana.
Head of Strategy & Growth
Peter Thompson
With over 14 years’ experience in financial services, Peter brings a strong focus on clarity, trust and strategic thinking to the Avana team. He is passionate about supporting advisers with practical guidance and tailored solutions that align business growth with quality client outcomes.
Peter is committed to building genuine relationships and helping advisers navigate complexity with confidence, ensuring they are well supported to deliver high-quality advice.
Contact Us
If you are a financial adviser looking for a new home, please contact our experienced Business Partnerships Manager, Marigold Botton, or contact us through the form below.
Office Location
Level 4, Suite 409
434 St Kilda Road
Melbourne VIC 3004