Who We AreFB Wealth Management is a Brisbane-based referral only firm that has been providing quality and discreet wealth management advice since 1992. Being privately owned, we have no hidden agendas or vested interests. You can trust that we will always act in your best interests to help you achieve your long-term financial goals.
Our team hold some of the highest financial designations recognised worldwide, which means we provide qualified advice you can rely upon. On your instruction, we also liaise with your legal and accounting advisers to implement holistic strategies that deliver a pathway to successful financial independence.
We know it can be daunting choosing a wealth management firm to trust. Here is what sets us apart.
Personalised
One size doesn’t fit all, which is why we pride ourselves on building relationships and getting to know your unique circumstances so we can deliver a wealth management plan that meets your requirements.
Referral Only
Our business is entirely built on referrals from our clients, solicitors and accountants, meaning a high level of client satisfaction is mutually beneficial!
Privately Owned
We have invested in our own Australian financial services licence, which means we offer advice that is in our client’s best interests, rather than being beholden to the instructions of a bank executive.
Experienced
Our team are highly qualified with extensive experience across all aspects of financial planning and personal insurance.
Simplicity
We navigate regulatory and industry complexities of wealth management and deliver advice in plain English, helping you to make informed decisions for your financial future.
Life-long Relationships
We pride ourselves on developing life-long relationships with our clients and putting their interests first in all that we do.
OUR TEAM
Martin Silec, Director
B Bus CA CFP®
ASIC adviser number 001001085
With his specialist knowledge of superannuation regulation and compliance, Martin provides expert advice to clients so they are able to make informed decisions about an investment structure that will be pivotal to their future retirement plans.
He previously worked as an Accountant and Tax Adviser for 11 years with PKF, a leading chartered accounting firm, where he gained extensive experience in advising individuals and small-medium enterprises on superannuation strategies, private investment, tax planning, business succession and estate planning.
Martin is a qualified Chartered Accountant (CA) and holds the prestigious CA Financial Planning Specialist designation, together with the Certified Financial Planner CFP® certification which is the highest financial planning designation worldwide. He has also completed a Bachelor of Business (Banking and Finance) and Diploma of Financial Planning qualifications.
Martin and his wife Michelle have three young children. Martin played in the Brisbane club cricket competition for seven years and remains actively involved in various sports.
Tim Ferguson, Director
GradDipFinPlan B Ed
ASIC adviser number 001001738
Tim has been a Director since 2001 and is responsible for managing the operational and compliance capability of FB Wealth Management.
Although he is a qualified Financial Planner, Tim has chosen to specialise in the field of personal insurance and is widely respected in that area. He is often consulted by leading insurers for feedback on product design and by industry bodies for his opinions and thoughts in relation to regulatory changes and proposals. He is a member of the Financial Advice Association Australia and holds a Graduate Diploma of Financial Planning. Tim previously gained his experience as an insurance and superannuation consultant for a number of general insurance firms within Brisbane, including time with the ASX listed Austbrokers network.
Tim’s primary role is to assist our clients to cope financially with disability, illness and loss of life by ensuring they have their financial plans protected through well-structured insurance portfolios. Additionally, he is a fierce advocate at time of claim, when bereaved or stressed loved ones can find the process of dealing with a large life company very daunting. His experience and negotiation skills have resulted in many successful outcomes for our clients.
Tim and his wife Nikki have four children. His interests include both Rugby Union and League, where he has been heavily involved in club administration and management of representative teams. He still plays cricket on weekends if he can find time between ferrying kids across Brisbane for their extracurricular activities!
Liam Ferguson, Financial Adviser
B Com Adv Dip FS(FP) CFP®
ASIC adviser number 001001739
Liam has been providing financial advice since 2008. He is a Certified Financial Planner, who is well experienced in assisting clients to control the variables that influence their financial lives and to achieve their desired outcomes. He specialises in providing advice to business owners and professionals with a strong grounding in structuring and designing frameworks to build and preserve wealth for both accumulators and retirees.
Liam graduated from the University of Queensland with a Bachelor of Commerce and has a Diploma of Financial Planning as well as achieving the CFP® certification, which is the highest financial planning designation worldwide.
He has extensive knowledge and experience in risk management, investment and financial planning, enabling him to develop holistic and integrated financial plans tailored to individual clients’ circumstances.
Liam and his wife Ali have four children. He is a keen sportsman, having played Rugby Union in England and with local club GPS Rugby Union, where he has previously been Club Captain and has served on the Management Committee.
David Melville, Financial Adviser
M Com BA Adv Dip FS(FP)
ASIC adviser number 001265102
David joined FB Wealth Management in 2021 and has strong knowledge across areas ranging from strategy considerations to investment advice and portfolio construction.
Previously David worked with Macquarie for 11 years where he gained considerable experience in banking operations, dispute resolution and financial planning.
He graduated from the University of Queensland with a Master of Commerce (Applied Finance) and holds an Advanced Diploma of Financial Planning from KAPLAN. He is a member of the Financial Advice Association Australia.
David with his partner Candice enjoys travelling when possible and trying different types of cuisines. David is an enthusiastic road cyclist and enjoys running from time to time.
Our Values
We believe that the purpose of financial planning is to improve the quality of your life through the implementation and re-evaluation of long-term strategies to build and protect your wealth.
Establishing lifelong, trusted relationships with our clients is of paramount importance to us.
Independent research ranks us in the top quartile for every key performance indicator measured.