Patrick Kevin Gleeson – Financial Adviser

Adviser identifying number: 1005763
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AFFINITY WEALTH SERVICES PTY LTD
Licence number: 402370
Licensee’s ABN: 59133479115
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINITY WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 402370
Authorised Representative’s ABN: 59133479115

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:

• Bachelor of Business – Australian Catholic University
• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Patrick Kevin 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
• Retirement Savings Account Products
• Securities
• Superannuation