David Offer Financial Planner Report

Name:
David Offer

Rep Number:
000259188

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2011-08-01 onwards

Location:
Bunbury, , WA, 0

Licensee
Name:

Number:
000405897

Appointed By
Name:
Horizon Investment Solutions Pty Ltd

Licence Number:
000405897

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Curtin University of Technology
Bachelor of Commerce Accounting
Australian Technical Analysts Association
Diploma in Technical Analysis
Securities Institute
Graduate Diploma in Applied Finance & Investment
Securities Institute
Graduate Diploma of Financial Planning