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.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2002
- Years of experience 20
- Certified Financial Planner (CFP)
Horvat Financial AdvisorsLevel 1, 94-100 Keilor Rd
Essendon North, VIC 3041
- 9:00am – 5:00pm Monday – Tuesday, Sunday
Horvat Financial Advisors
Henricus, 56 - 65 years
John, 56 - 65 years, Sunbury, VIC
Qualifications & Training
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Financial Planning Association of Australia (FPA)
- 0 - Training / Exam / Other
- SMSF Association (SMSFA)
- Membership type
- Certified Financial Planner
- Membership type
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