Rick Horvat – Financial Adviser
Adviser identifying number: 1001627
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: HORVAT FINANCIAL ADVISORS PTY. LTD.
Licence number: 378107
Licensee’s ABN: 87117022438
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HORVAT FINANCIAL ADVISORS PTY. LTD.
Authorised Representative identifying number: 378107
Authorised Representative’s ABN: 87117022438
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:
- Certified Financial Planner – Financial Planning Association
- Self Managed Superannuation Fund Specialist – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Independent Financial Advisers Association of Australia (IFAAA)
- SMSF Association
Rick Horvat is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility