Brian May – Financial Adviser

Adviser identifying number: 1000891
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: HORIZON WEALTH MANAGEMENT PTY LTD
Licence number: 353387
Licensee’s ABN: 90115657693
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HORIZON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 353387
Authorised Representative’s ABN: 90115657693

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:

• Bachelor of Commerce – University of Natal
• CFP – FPA
• Grad Diploma of Financial Planning – Finsia
• Post Graduate Diploma in Accounting – University of Natal

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Brian May is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility
• FHSA Issued non ADI