Keith Gleeson – Financial Adviser
Adviser identifying number: 239411
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 01/12/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 240687
Authorised Representative’s ABN: 48009189495
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Bachelor of Commerce (Economics) – Macquarie University
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Keith 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
- Superannuation