ROBERT JOSEPH FERGUSON


Licensee: FB WEALTH MANAGEMENT PTY LTD

ROBERT JOSEPH FERGUSON (Adviser# 001001055) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 2, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT JOSEPH FERGUSON
Adviser Number 001001055
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000244360
FB WEALTH MANAGEMENT PTY LTD
Licence ABN 35057155585
Adviser Start Date 2004-02-02
Appointing Representative Name FB WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000244360
Appointing Representative ABN 35057155585
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australia

Authorisations to provide financial product advice

  • ROBERT JOSEPH FERGUSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000244360 FB WEALTH MANAGEMENT PTY LTD 2004-02-02 - FB WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name FB WEALTH MANAGEMENT PTY LTD
Licence Number 000244360
Licence ABN 35057155585

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
QIAN CHEN Fb Wealth Management Pty Ltd Current 2018-02-01
KATE ELIZABETH STEEL Fb Wealth Management Pty Ltd Ceased 2011-06-06
LIAM RODERICK FERGUSON Fb Wealth Management Pty Ltd Current 2011-05-23
MARTIN ASHLEY SILEC Fb Wealth Management Pty Ltd Current 2010-08-02
TIMOTHY JAMES FERGUSON Fb Wealth Management Pty Ltd Current 2004-02-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
QIAN CHEN Fb Wealth Management Pty Ltd Current 2018-02-01
KATE ELIZABETH STEEL Fb Wealth Management Pty Ltd Ceased 2011-06-06
LIAM RODERICK FERGUSON Fb Wealth Management Pty Ltd Current 2011-05-23
MARTIN ASHLEY SILEC Fb Wealth Management Pty Ltd Current 2010-08-02
TIMOTHY JAMES FERGUSON Fb Wealth Management Pty Ltd Current 2004-02-02

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.