Financial Adviser
· SHEPPARTON, VIC
David Horan
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003691
David Horan is a financial adviser based in Shepparton, Victoria, with 21 years of experience in the financial services industry since 2005. David is currently authorised under Asvw Financial Services. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribecca
2007
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Introduction to Self Managed Superannuation Funds
Kaplan Professional