GARY FRANCIS GLEESON

Financial Adviser · Notting Hill, VIC

Registered

Registration Number

000263077

Registration Status

Registered

Location

Notting Hill, VIC 3168

Providing Advice Since

1999

Registration Date

01/09/2023

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

1994 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2007 - Master of Applied Finance - Masters Degree (AQF 9) - University of Melbourne

🏢 Professional Memberships

Accredited Aged Care Professional
CFP - Certified Financial Planner (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.