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