Anthony Marc Gleeson
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239412
- Location
- Chatswood NSW 2067
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 12 July 2019
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, University of Technology Sydney (1995); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Diploma of Financial Planning, Kaplan Professional Education (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Marc Gleeson
On the Financial Advisers Register kept by ASIC, Anthony Marc Gleeson appears as a current financial adviser in Chatswood, New South Wales, adviser number 000239412.
Anthony provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. The current authorisation started on 12 July 2019.
According to the register, Anthony first provided financial advice in 2000. The qualifications listed for Anthony include Bachelor of Business (University of Technology Sydney, 1995), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Diploma of Financial Planning (Kaplan Professional Education, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Marc Gleeson a registered financial adviser?
Yes. Anthony Marc Gleeson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239412.
Which licensee does Anthony Marc Gleeson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Anthony Marc Gleeson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.