Gerald Gleeson Financial Planner Report

Name:
Gerald Stephen Gleeson

Rep Number:
000231048

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2014-01-16 onwards

Location:
Essendon, , VIC, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT University
Diploma Business Studies Accountancy

Memberships
CPA - Certified Practising Accountant
Financial Planner AFP (FPA)