Keith Gleeson
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239411
- Location
- Chatswood NSW 2067
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 12 July 2019
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce (Economics), Macquarie University (1996); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2009); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014); SuperConcepts & ICFS Specialist SMSF Course, The University of Adelaide (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Keith Gleeson
On the Financial Advisers Register kept by ASIC, Keith Gleeson appears as a current financial adviser in Chatswood, New South Wales, adviser number 000239411.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 12 July 2019.
According to the register, Keith first provided financial advice in 1997. Qualifications and training on file include Bachelor of Commerce (Economics) (Macquarie University, 1996), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2009) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2014). Keith is recorded as a member of 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Keith Gleeson a registered financial adviser?
Yes. Keith Gleeson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239411.
Which licensee does Keith Gleeson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Keith 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.