Tobias Geoffrey Webb
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313230
- Location
- Camberwell VIC 3124
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 19 May 2016
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2007); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Margin Lending Specialist, Kaplan (2022); FPC008, Kaplan (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Tobias Geoffrey Webb
Tobias Geoffrey Webb is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000313230).
The licensee Tobias advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 19 May 2016.
The register records 2007 as the year Tobias first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2007), FPC002B-Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019) and Margin Lending Specialist (Kaplan, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 SMSF.”
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Questions people ask
Is Tobias Geoffrey Webb a registered financial adviser?
Yes. Tobias Geoffrey Webb is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313230.
Which licensee does Tobias Geoffrey Webb work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Tobias Geoffrey Webb give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Not SMSF."