Financial Adviser
· CAMBERWELL, VIC
Tobias Geoffrey Webb
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313230
Tobias Geoffrey Webb is a financial adviser based in Camberwell, Victoria, with 19 years of experience in the financial services industry. Tobias is currently authorised under Fortnum Private Wealth Ltd. Tobias holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Margin Lending Specialist
Kaplan
2023
FPC008
Other - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not SMSF
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register