RICK HORVAT
Financial Adviser · Essendon North, VIC
📚 Qualifications & Training
2009 - Certified Financial Planner - - Financial Planning Association
2015 - Self Managed Superannuation Fund Specialist - - SMSF Association
2021 - FASEA - Other - FASEA
2023 - Masters of Business Administration - Masters Degree (AQF 9) - Deakin
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Profession of Independent Financial Advisers (PIFA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.