JOEL MICHAEL GLEESON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2018 - Bachelor of Business (Economics & Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University
2022 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan
2022 - FPC006 Taxation for Financial Planning - Other - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (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.