Rick Horvat

Horvat Financial Advisors

Silver
20 Yrs Experience
Essendon North, VIC 3041
Horvat Financial Advisors is a proudly independent, family-based financial advisory firm. We provide personalised financial advice and fully integrated professional advisory services designed to help our busy clients and their families live the lifestyles they want with true financial certainty and independence. We took a stand many years ago to go against the vast majority of the financial advisory industry and become independently owned and licensed. In maintaining our own Australian Financial Services Licence, we steadfastly protect our independence from any financial provider or product, so that we have the freedom to provide completely fair and unbiased advice that is always in our clients’ best interests. We have over 35 years of experience in helping people achieve financial certainty and independence in a forever changing legislative, economic and investment market. Our comprehensive service and depth of expertise is quite rare in Australia’s financial planning profession. As a family business, we are proud of our heritage and our difference and are committed to providing our clients with the greatest opportunity for them to achieve their desired lifestyle and financial goals.

Expertise

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Horvat Financial Advisors

Level 1, 94-100 Keilor Rd
Essendon North, VIC 3041

Opening hours

  • 9:00am – 5:00pm Monday – Tuesday, Sunday

Licensed by

Horvat Financial Advisors

AFSL 378107

5.00
2 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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