HORIZON INVESTMENT SOLUTIONS PTY LTD


Address: Bunbury, WA 6230, Australia

HORIZON INVESTMENT SOLUTIONS PTY LTD (Licence# 000405897) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 13, 2011.

Service Overview

Register Name AFS Licence
Licence Name HORIZON INVESTMENT SOLUTIONS PTY LTD
Licence Number 000405897
Licence ABN 83142438
Issue Date 2011-07-13
Locality BUNBURY
State WA
Postcode 6230
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001266602 BENJAMIN THOMAS TALBOT Current 2018-08-07
001002284 ANDREW CHARLES THOMPSON Ceased 2015-12-08
001002282 ANTHONY CHRISTIAN O'CALLAGHAN MURPHY Ceased 2015-11-18
001237734 AARYN NANIA Ceased 2015-11-18
000429228 JAMES EDWARD CAWDELL Ceased 2012-10-08
000259188 DAVID OFFER Current 2011-08-01
000259230 GRAHAM HAROLD OATES Current 2011-08-01

Office Location

Locality BUNBURY
State WA
Postcode 6230
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MAGNETIC NORTH GROUP PTY LTD 2014-09-30 Bunbury, WA 6230, Australia
INTEGRALIFE PTY LTD 2013-06-13 Bunbury, WA 6230, Australia
MACGILL FINANCIAL SERVICES PTY LTD 2012-02-28 Bunbury, WA 6230, Australia
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD 2007-02-06 Bunbury, WA 6230, Australia
MCNAUGHTON GARDINER INSURANCE BROKERS PTY LTD 2004-03-10 Bunbury, WA 6230, Australia
NEXUS (AUST) PTY LTD 2004-01-01 Bunbury, WA 6230, Australia

Financial services with the same locality

Service Name Issue Date Locality
MAGNETIC NORTH GROUP PTY LTD 2014-09-30 Bunbury, WA 6230, Australia
INTEGRALIFE PTY LTD 2013-06-13 Bunbury, WA 6230, Australia
MACGILL FINANCIAL SERVICES PTY LTD 2012-02-28 Bunbury, WA 6230, Australia
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD 2007-02-06 Bunbury, WA 6230, Australia
MCNAUGHTON GARDINER INSURANCE BROKERS PTY LTD 2004-03-10 Bunbury, WA 6230, Australia
NEXUS (AUST) PTY LTD 2004-01-01 Bunbury, WA 6230, Australia

Competitor

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Postal Code 6230

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Dataset Information


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

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.