Robert Michael Weston
MATRIX PLANNING SOLUTIONS LIMITED · Surry Hills NSW 2010 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001001260
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 9 August 2023
- Principal business address
- Surry Hills NSW 2010
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Certified Financial Planning (CFP) of FAAA; Financial Advice Association of Australia (FAAA)
- Further restrictions
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2023 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDJul 2020 – Apr 2023IMB LTD · AFSL 237391
- CEASEDFeb 2014 – May 2020IMB FINANCIAL PLANNING LIMITED · AFSL 234660
- CEASEDJan 2007 – Feb 2014AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDAug 2005 – Jan 2007GWM ADVISER SERVICES PTY LTD · AFSL 230692Through authorised representative ROBERT MICHAEL WESTON (no. 000292521)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Margin Lending & Geared Investments
Kaplan Education Pty Ltd · 2011
Self Managed Superannuation Funds
Kaplan Education Pty Ltd · 2009
Certified Financial Planner
Financial Planning Association of Australia · 2008
Bachelor of Commerce (Financial Planning)
University of Wollongong · 2005
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Robert Michael Weston claims the profile.
Reviews
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Contacting Robert Michael Weston
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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