David Offer profile photo

David Offer

Horizon Investment Solutions

26 Yrs Experience
Bunbury, WA 6230

David has been in the financial services industry since 1993, first as an accountant with BDO Nelson Parkhill and then Ashton Read. David joined RBS Morgans as an investment manager in 1997 and, since 1998, has been the branch manager and senior financial planner with the Bunbury office of RBS Morgans. The office subsequently changed to Minc Financial Services and then MDS Financial Services and, on obtaining the business’ own Australian Financial Services Licence, David then established Horizon Investment Solutions in July 2011.

David has a Bachelor of Commerce (Accounting) from Curtin and Post Graduate Diplomas in Financial Planning, Applied Finance and Investment Technical Analysis.

David focuses on long term portfolio growth through active portfolio management and diversified investments (shares, property and interest investments) and a combination of capital growth and income generating investments. He specialises in all financial planning considerations including retirement planning, structuring assets to minimise tax, maximising Department of Social Services entitlements, self-managed superannuation, risk management and estate planning. David has a comprehensive asset management focus on long term diversified portfolios that include both direct investments and managed funds.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Horizon charges an agreed annual fee drawn quarterly in arrears.

At a glance

  • Adviser status Platinum
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Horizon Investment Solutions

Suite 4, 2-4 Jetty Rd
Bunbury, WA 6230

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Horizon Investment Solutions

AFSL 527462