Gerald Stephen Gleeson – Financial Adviser

Adviser identifying number: 231048
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 16/01/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234665
Authorised Representative’s ABN: 35002976294

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training: Diploma Business Studies Accountancy – RMIT University

Relevant memberships of professional bodies or industry associations:

• CPA – Certified Practising Accountant
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planner AFP (FPA)
• Financial Planning Association of Australia (FPA)

Gerald Stephen Gleeson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation