Financial Adviser
· SYDNEY, NSW
Adam Luke Horton
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236918
Adam Luke Horton is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Adam is currently authorised under Koda Capital Pty Ltd. Adam holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
University of Wollongong
2005
RG146 Accreditation
Stockbrokers Association of Australia
2007
Margin Lending and Geared Investments
Kaplan Professional
2008
ASX Accredited Derivatives Adviser Level Two
Kaplan Professional
2014
Advanced Diploma in Financial Planning
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register