Stephen Gleeson
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334958
- Location
- Essendon VIC 3040
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 January 2014
- First provided advice
- 2010
- Qualifications
- Margin Lending, MLC Limited (2011); Derivatives, Kaplan Higher Education Pty Limited (2013); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Gleeson
On the Financial Advisers Register kept by ASIC, Stephen Gleeson appears as a current financial adviser in Essendon, Victoria, adviser number 000334958.
Stephen provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 16 January 2014.
According to the register, Stephen first provided financial advice in 2010. Qualifications and training on file include Margin Lending (MLC Limited, 2011), Derivatives (Kaplan Higher Education Pty Limited, 2013) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Stephen Gleeson a registered financial adviser?
Yes. Stephen Gleeson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334958.
Which licensee does Stephen Gleeson work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Stephen 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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."