DAVID OFFER


Licensee: HORIZON INVESTMENT SOLUTIONS PTY LTD

DAVID OFFER (Adviser# 000259188) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 1, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID OFFER
Adviser Number 000259188
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000405897
HORIZON INVESTMENT SOLUTIONS PTY LTD
Adviser Start Date 2011-08-01
Appointing Representative Name HORIZON INVESTMENT SOLUTIONS PTY LTD
Appointing Representative Number 000405897

Authorisations to provide financial product advice

  • DAVID OFFER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Accounting Curtin University of Technology
Diploma in Technical Analysis Australian Technical Analysts Association
Graduate Diploma in Applied Finance & Investment Securities Institute
Graduate Diploma of Financial Planning Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000405897 HORIZON INVESTMENT SOLUTIONS PTY LTD 2011-08-01 - HORIZON INVESTMENT SOLUTIONS PTY LTD
000333298 MDS FINANCIAL SERVICES PTY LTD 2011-04-19 - 2011-07-14 DAVID OFFER
000317201 MINC FINANCIAL SERVICES PTY LIMITED 2010-07-01 - 2011-04-19 DAVID OFFER
000235410 MORGANS FINANCIAL LIMITED 2004-03-10 - 2010-07-02 DAVID OFFER

Licensee Information

Licence Name HORIZON INVESTMENT SOLUTIONS PTY LTD
Licence Number 000405897

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.