Financial Adviser · CHATSWOOD, NSW

Maurice James Horlick

39 Years experience
Tax advice
authorised
ASIC Registered · ADV 000247942

Maurice James Horlick is a financial adviser based in Chatswood, New South Wales, with 39 years of experience in the financial services industry. Maurice is currently authorised under Gill And Co Advisory Pty Ltd. Maurice holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma Financial Services ( Financial Planning ) from Deakin University. Maurice is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma Financial Services ( Financial Planning )
Deakin University
2022
Financial Adviser Exam
ASIC

Registration History

Jul 2024 - Present Current
Nov 2023 - Jun 2024 Ceased
Margin Lending Exclusion Apply
NEXTGEN FINANCIAL GROUP PTY LTD
Sep 2013 - Nov 2023 Ceased
Excluding Self Managed Superannuation Funds and Standard Margin Lending
INSIGNIA PLATFORMS PTY LTD
Sep 2009 - Sep 2013 Ceased

Source: ASIC Financial Advisers Register