ROBERT MICHAEL WESTON (Adviser# 001001260) 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 17, 2014.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT MICHAEL WESTON |
| Adviser Number | 001001260 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000234660 IMB FINANCIAL PLANNING LIMITED |
| Licence ABN | 23094730195 |
| Licence Controlled By | IMB LTD |
| Adviser Start Date | 2014-02-17 |
| Appointing Representative Name | IMB FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000234660 |
| Appointing Representative ABN | 23094730195 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234660 |
IMB FINANCIAL PLANNING LIMITED
Licence controlled by: IMB LTD |
2014-02-17 - | IMB FINANCIAL PLANNING LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2007-01-22 - 2014-02-01 | |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2005-08-30 - 2007-01-17 | ROBERT MICHAEL WESTON |
| Licence Name | IMB FINANCIAL PLANNING LIMITED |
| Licence Number | 000234660 |
| Licence ABN | 23094730195 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY OWEN MULLEY | Imb Financial Planning Limited | Current | 2018-02-16 |
| MELISSA THERESE WELLS | Imb Financial Planning Limited | Ceased | 2017-09-25 |
| MICHAEL LEHNER | Imb Financial Planning Limited | Ceased | 2016-11-22 |
| DEWALD BURGER | Imb Financial Planning Limited | Current | 2012-02-13 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY OWEN MULLEY | Imb Financial Planning Limited | Current | 2018-02-16 |
| MELISSA THERESE WELLS | Imb Financial Planning Limited | Ceased | 2017-09-25 |
| MICHAEL LEHNER | Imb Financial Planning Limited | Ceased | 2016-11-22 |
| DEWALD BURGER | Imb Financial Planning Limited | Current | 2012-02-13 |
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| 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.