STEPHEN GLEESON
Financial Adviser · Essendon, VIC
📚 Qualifications & Training
2011 - Margin Lending - Other - MLC Limited
2013 - Derivatives - Other - Kaplan Higher Education Pty Limited
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - Self Managed Superannuation Funds - Other - Mentor Education Pty Ltd
2017 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2018 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
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.