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