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