JODI LYNNE GLEESON
Financial Adviser · West End, QLD
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2019 - Margin Lending - Other - Financial Education Professionals
2019 - SMSF Course - Other - Financial Education Professionals
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.