Robert Michael Weston – Financial Adviser

Adviser identifying number: 1001260
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: IMB FINANCIAL PLANNING LIMITED
Licence number: 234660
Licensee’s ABN: 23094730195
Licence controlled by: IMB LTD

The date the Financial Adviser commenced the appointment: 17/02/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IMB FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234660
Authorised Representative’s ABN: 23094730195

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 (Financial Planning) – University of Wollongong
• Certified Financial Planner – Financial Planning Association of Australia
• Margin Lending & Geared Investments – Kaplan Education Pty Ltd
• Self Managed Superannuation Funds – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Robert Michael Weston 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility