ROBERT MICHAEL WESTON

Financial Adviser ยท Wollongong, NSW

Registered

Registration Number

001001260

Registration Status

Registered

Location

Wollongong, NSW 2500

Providing Advice Since

2005

Registration Date

01/07/2020

Financial Services Licensee

IMB LTD

Licence #000237391

๐Ÿ“š Qualifications & Training

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

๐Ÿข Professional Memberships

Certified Financial Planning (CFP) of FAAA
Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.