Financial Adviser · ESSENDON, VIC

Stephen Gleeson

ESSENDON, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000334958

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Stephen Gleeson is a financial adviser based in Essendon, Victoria, with 16 years of experience in the financial services industry since 2010. Stephen is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Advanced 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: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Margin Lending

MLC Limited

2013

Derivatives

Kaplan Higher Education Pty Limited

2013

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2015

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2018

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers (AFA)

Registration History

Charter Financial Planning Limited

Jan 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

MERITUM FINANCIAL GROUP PTY LTD

Mar 2009 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register