Robert Joseph Ferguson – Financial Adviser

Adviser identifying number: 1001055
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: FB WEALTH MANAGEMENT PTY LTD
Licence number: 244360
Licensee’s ABN: 35057155585
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FB WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 244360
Authorised Representative’s ABN: 35057155585

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor Of Commerce – University of Queensland
  • Certified Financial Planner – FPA
  • Garduate Diploma of Applied Finance and Investment – Securities Institute of Australia
  • Specialist in Financial Planning – CPA Australia

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australia

Robert Joseph Ferguson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility