Adam Luke Horton – Financial Adviser
Adviser identifying number: 1236918
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: KODA CAPITAL PTY LTD
Licence number: 452581
Licensee’s ABN: 65166491961
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KODA CAPITAL PTY LTD
Authorised Representative identifying number: 452581
Authorised Representative’s ABN: 65166491961
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Accredited Derivatives Adviser Level Two – Kaplan Professional
- Advanced Diploma in Financial Planning – Kaplan Professional
- Bachelor of Commerce – University of Wollongong
- Margin Lending and Geared Investments – Kaplan Professional
- RG146 Accreditation – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations:
Adam Luke Horton is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility