Rick Horvat
Financial Adviser in Essendon North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001627
- Location
- Essendon North VIC 3041
- Licensee
- Horvat Financial Advisors Pty. Ltd. (AFSL 378107)
- Authorised since
- 17 August 2024
- First provided advice
- 2002
- Qualifications
- Certified Financial Planner, Financial Planning Association (2009); Self Managed Superannuation Fund Specialist, SMSF Association (2015); FASEA, FASEA (2021); Masters of Business Administration, Deakin (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Profession of Independent Financial Advisers (PIFA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rick Horvat
Rick Horvat is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Essendon North, Victoria (adviser number 001001627).
Rick provides advice as an authorised representative of Horvat Financial Advisors Pty. Ltd., which holds Australian financial services licence 378107. The current authorisation started on 17 August 2024.
The register records 2002 as the year Rick first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association, 2009), Self Managed Superannuation Fund Specialist (SMSF Association, 2015) and FASEA (FASEA, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).
Rick is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Rick Horvat a registered financial adviser?
Yes. Rick Horvat is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001627.
Which licensee does Rick Horvat work under?
Horvat Financial Advisors Pty. Ltd., Australian financial services licence 378107.
What can Rick Horvat give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.