Anthony Gleeson
Financial Adviser
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About
Anthony Gleeson is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business from the University of Technology Sydney (1995) and further qualifications including Margin Lending and Geared Investments (Kaplan, 2011) and a Diploma of Financial Planning (Kaplan, 2013), Anthony possesses a strong foundation of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for his clients. Anthony can provide advice on: • Superannuation advice • Insurance • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Anthony's commitment is to provide clear, straightforward advice, empowering you to make informed decisions about your financial future. Whether you're planning for retirement, seeking to protect your family with insurance, or need guidance on superannuation, Anthony is here to help. Ready to take control of your financial future? Contact Anthony today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Anthony Gleeson provide?
Anthony Gleeson provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts and government debt securities.
What qualifications does Anthony Gleeson hold?
Anthony Gleeson holds a Bachelor of Business from the University of Technology Sydney, a certification in Margin Lending and Geared Investments from Kaplan Professional Education, and a Diploma of Financial Planning from Kaplan Professional Education.
How does the financial planning process work with Anthony Gleeson?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Anthony will then develop a personalized financial plan tailored to your needs. This plan is regularly reviewed and adjusted as your circumstances change.
What professional memberships does Anthony Gleeson hold?
Anthony Gleeson is a member of the Financial Advice Association of Australia (FAAA).
What should I expect during my first meeting with Anthony Gleeson?
During your first meeting, you can expect to discuss your current financial situation, your future financial goals, and any concerns you may have. This meeting is an opportunity for Anthony to understand your needs and for you to determine if he is the right adviser for you.
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