← Back to search
EVANS AND PARTNERS PTY. LTD.
AFSL 318075 · ABN 85125338785 · MELBOURNE, VIC · Licensed since 2007
Corporate GroupMulti-State
logo
82
Advisers
12.9 yrs
Avg experience
4
States
10%
New advisers (2yr)
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending✓ Foreign Exchange
Standard authorisations
✓ Securities✓ Superannuation✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products
Adviser model
Open to new advisers joining LicenseeNot yet provided
AFSL Authorisation OptionsNot yet provided
Minimum revenueNot yet provided
PI insuranceNot yet provided
Fee modelNot yet provided
Practice acquisitionNot yet provided
Services
✗Compliance support — not yet provided
✗Technical advice — not yet provided
✗Para-planning — not yet provided
✗Research committee — not yet provided
✗Cyber support — not yet provided
✗Marketing support — not yet provided
✗Practice development — not yet provided
Approved Platforms and Off-Platform Solutions
Off-Platform Solutions
Managed Portfolios
Platforms
Not yet provided
Technology
CRM / Planning software
Not yet provided
Adviser community
FAAA 13%CA ANZ 7%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, VIC
Corporate group: E&P FINANCIAL GROUP LIMITED
Are you from EVANS AND PARTNERS PTY. LTD.? Claim this profile to add your services, platforms, and contact details.
Claim this profile — it's free