David Offer
Financial Adviser in Bunbury, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259188
- Location
- Bunbury WA 6230
- Licensee
- Horizon Investment Solutions Pty Ltd (AFSL 527462)
- Authorised since
- 9 September 2021
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce Accounting, Curtin University of Technology (1997); Graduate Diploma in Applied Finance & Investment, Securities Institute (1999); Graduate Diploma in Financial Planning, Securities Institute (2003); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About David Offer
On the Financial Advisers Register kept by ASIC, David Offer appears as a current financial adviser in Bunbury, Western Australia, adviser number 000259188.
The licensee David advises under is Horizon Investment Solutions Pty Ltd (AFS licence 527462). The current authorisation started on 9 September 2021.
According to the register, David first provided financial advice in 1998. Qualifications and training on file include Bachelor of Commerce Accounting (Curtin University of Technology, 1997), Graduate Diploma in Applied Finance & Investment (Securities Institute, 1999) and Graduate Diploma in Financial Planning (Securities Institute, 2003). David is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Offer a registered financial adviser?
Yes. David Offer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259188.
Which licensee does David Offer work under?
Horizon Investment Solutions Pty Ltd, Australian financial services licence 527462.
What can David Offer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending; derivatives.