Maurice Horlick
Financial Adviser
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About
Maurice Horlick is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping Australians achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Deakin University obtained in 2000, and having successfully completed the Financial Adviser Exam in 2022, Maurice possesses a wealth of knowledge and a commitment to providing sound, ethical advice. As a proud member of the Association of Independently Owned Financial Professionals (AIOFP), Maurice is committed to upholding the highest standards of professionalism and integrity. He is authorised to provide advice on a comprehensive range of financial products, ensuring that clients receive tailored solutions to meet their unique needs. Maurice can provide expert guidance on: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Whether you are planning for retirement, seeking to grow your wealth, or require insurance to protect your assets and loved ones, Maurice is here to help. His client-focused approach ensures that you receive personalised advice and ongoing support. Contact Maurice today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Maurice Horlick offer?
Maurice Horlick specialises in superannuation advice, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Maurice Horlick's qualifications?
Maurice Horlick holds a Diploma of Financial Services (Financial Planning) from Deakin University and has passed the ASIC Financial Adviser Exam. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP).
What can I expect during my first consultation with Maurice?
During your initial consultation, Maurice will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.
How does Maurice Horlick develop a financial plan?
Maurice develops financial plans based on a thorough understanding of your individual circumstances. He considers your income, expenses, assets, liabilities, and future goals to create a tailored strategy that helps you achieve financial security.
Why should I choose Maurice Horlick as my financial adviser?
Maurice is committed to providing independent, ethical, and client-focused advice. He has extensive experience in the financial services industry and is passionate about helping his clients achieve their financial dreams. As a member of AIOFP, he upholds the highest professional standards.
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