Horvat Financial Advisors Pty. Ltd.

AFS License Number
378107
Name
Horvat Financial Advisors Pty. Ltd.
ABN/ACN/ARBN
87117022438
Licensee issued
Sept. 21, 2010
Address
Essendon North, 3041, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Mathew David Horvat 2007 2008 - Advanced Diploma in Financial services - - Three sixty ~ 2012 - SMSF Specialist Adviser - - SMSF association ~ 2021 - FASEA - Other - FASEA ~ 2023 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Rick Horvat 2002 2009 - Certified Financial Planner - - Financial Planning Association ~ 2015 - Self Managed Superannuation Fund Specialist - - SMSF Association ~ 2021 - FASEA - Other - FASEA