Who We Are

FB 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

Rob Ferguson, Director

B.Com FFIN CFP®
ASIC adviser number 001001055

Rob is a qualified accountant and certified financial planner who has practiced as a financial adviser since 1988. He is a specialist in the areas of superannuation planning, taxation planning and portfolio administration.

Previously Rob worked for over 10 years with the Australian Taxation Office as well as working with a leading Chartered Accounting firm before establishing his own practice in 1992.

Rob has achieved CFP® certification, which is the highest financial planning designation worldwide. He is a passionate advocate for better regulatory standards in the Australian financial planning industry.

Rob and his wife Jackie have five children and four grandchildren. Previously he has served on the Board of a leading private school and is a former Treasurer of a local Brisbane rugby club. He remains a keen supporter of both rugby codes.

    

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

B Ed Adv DIP FS(FP)
ASIC adviser number 001001738

As an industry recognised specialist in the field of personal insurance, Tim is regularly consulted by leading insurers for product design.

He assists clients to cope financially with disability, illness and loss of life ensuring they have their financial plans protected through well-structured insurance portfolios.

Tim previously worked as an insurance and superannuation consultant for a number of general insurance firms within Brisbane, including time with the ASX listed Austbrokers network. His extensive experience and negotiation skills come to the fore when fiercely advocating for clients at time of claim.

Tim is a member of the Financial Planning Association of Australia, the Association of Financial Advisers and holds an Advanced Diploma of Financial Planning.

Tim and his wife Nikki have four children. Tim’s interests include both Rugby Union and League, where he has been heavily involved in club administration and managing representative teams.

    

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, ranging from retirement and debt reduction, to cash flow relief.

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 developed knowledge and experience in both risk management and financial planning, enabling him to develop holistic and integrated financial plans tailored to individual clients’ circumstances.

Liam and his wife Ali have one child. 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.

    

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.

LEARN MORE

I have always experienced great service, understanding and honesty in all my dealings over these last twenty years. The friendly team have always made me feel a valued client.

Anonymous client survey feedback.

Independent research ranks us in the top quartile for every key performance indicator measured.