Financial Adviser · HAWTHORN EAST, VIC

Joel Michael Gleeson

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001301199

Joel Michael Gleeson is a financial adviser based in Hawthorn East, Victoria, with 3 years of experience in the financial services industry. Joel is currently authorised under Cfs Advice Services Pty Ltd. Joel holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Economics & Finance) (Applied) from RMIT University. Joel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: CFSAS authorizes the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Business (Economics & Finance) (Applied)
RMIT University
2022
FPC001B Economic and Legal Context for Financial Planning
Kaplan
2022
FPC006 Taxation for Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Mar 2026 - Present Current
CFSAS authorizes the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.
Jan 2023 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register