Kate Emily Gleeson
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274036
- Location
- Warrnambool VIC 3280
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 14 December 2022
- First provided advice
- 2024
- Qualifications
- Bachelor of Commerce (Accounting & Financial Planning), Deakin University (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kate Emily Gleeson
On the Financial Advisers Register kept by ASIC, Kate Emily Gleeson appears as a current financial adviser in Warrnambool, Victoria, adviser number 000274036.
The licensee Kate advises under is Ri Advice Group Pty Ltd (AFS licence 238429). The current authorisation started on 14 December 2022.
According to the register, Kate first provided financial advice in 2024. Qualifications and training on file include Bachelor of Commerce (Accounting & Financial Planning) (Deakin University, 2007) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2022).
Kate is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Kate Emily Gleeson a registered financial adviser?
Yes. Kate Emily Gleeson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274036.
Which licensee does Kate Emily Gleeson work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Kate Emily Gleeson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice."