Robert Michael Weston
Financial Adviser in Surry Hills, New South Wales, Australia
Review Robert Michael Weston
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001001260
- Location
- Surry Hills NSW 2010
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 9 August 2023
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Financial Planning), University of Wollongong (2005); Certified Financial Planner, Financial Planning Association of Australia (2008); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2009); Margin Lending & Geared Investments, Kaplan Education Pty Ltd (2011)
- Memberships
- Certified Financial Planning (CFP) of FAAA; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Michael Weston
Robert Michael Weston is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surry Hills, New South Wales (adviser number 001001260).
Robert provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 9 August 2023.
According to the register, Robert first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (University of Wollongong, 2005), Certified Financial Planner (Financial Planning Association of Australia, 2008) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2009). Professional memberships recorded: Certified Financial Planning (CFP) of FAAA and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
Reviews
Nobody has reviewed Robert Michael Weston here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Robert Michael Weston a registered financial adviser?
Yes. Robert Michael Weston is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001260.
Which licensee does Robert Michael Weston work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Robert Michael Weston give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."