- Home
- Financial Advisers Australia (FAA)
- Robert Michael Weston
Robert Michael Weston
- Name
- Robert Michael Weston
- ID
- 1001260
- ABN
- –
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Bachelor of Commerce (Financial Planning) - - University of Wollongong
- 2008 - Certified Financial Planner - - Financial Planning Association of Australia
- 2009 - Self Managed Superannuation Funds - - Kaplan Education Pty Ltd
- 2011 - Margin Lending & Geared Investments - - Kaplan Education Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Certified Financial Planning (CFP) of FAAA
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Imb Ltd (#237391)
- Commenced
- July 1, 2020
- Ceased
- April 7, 2023
- Status
- Current
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- Aug. 9, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Jan. 22, 2007
- Ceased
- Feb. 1, 2014
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Aug. 30, 2005
- Ceased
- Jan. 17, 2007
- Status
- Ceased
- Licence Holder
- Imb Financial Planning Limited (#234660)
- Commenced
- Feb. 17, 2014
- Ceased
- May 1, 2020