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HAVANA FINANCIAL SERVICES PTY LTD
AFSL 500435 · ABN 90619804518 · SYDNEY, NSW · Licensed since 2017
Corporate Group2 States
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9
Advisers
11.4 yrs
Avg experience
2
States
11%
New advisers (2yr)
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
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 22%SMSF Assoc. 11%CPA 11%AIOFP 11%
% of current advisers holding each professional membership
States: NSW, QLD
Corporate group: O & Z PTY LTD
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