Financial Adviser · ESSENDON NORTH, VIC

Rick Horvat

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001627

Rick Horvat is a financial adviser based in Essendon North, Victoria, with 24 years of experience in the financial services industry. Rick is currently authorised under Horvat Financial Advisors Pty. Ltd.. Rick 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 Certified Financial Planner from Financial Planning Association. Rick is a member of Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Certified Financial Planner
Financial Planning Association
2015
Self Managed Superannuation Fund Specialist
SMSF Association
2021
FASEA
FASEA
2023
Masters of Business Administration
Deakin

Registration History

Aug 2024 - Present Current
Sep 2010 - Aug 2024 Ceased

Source: ASIC Financial Advisers Register