Financial Adviser
· CHATSWOOD, NSW
Keith Gleeson
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239411
Keith Gleeson is a financial adviser based in Chatswood, New South Wales, with 29 years of experience in the financial services industry. Keith is currently authorised under Fortnum Private Wealth Ltd. Keith holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Economics) from Macquarie University. Keith is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Economics)
Macquarie University
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2021
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register