Stephen Gleeson
Financial Adviser
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About
Stephen Gleeson is an ASIC-registered financial adviser dedicated to helping individuals and families in Essendon, VIC, and across Australia achieve their financial goals. With a strong educational foundation including a Diploma and Advanced Diploma of Financial Planning from Kaplan Higher Education, as well as specialized training in Margin Lending, Derivatives, Self Managed Superannuation Funds, and ASX Listed Products, Stephen possesses the knowledge and experience to provide comprehensive financial advice. As a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA), Stephen adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Stephen is passionate about empowering his clients to make informed decisions and build a secure financial future. He offers tailored advice and strategies to suit each client's unique circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Stephen today to schedule a consultation and discover how he can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What services does Stephen Gleeson offer?
Stephen Gleeson provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies.
What qualifications does Stephen Gleeson have?
Stephen holds a Diploma and Advanced Diploma of Financial Planning from Kaplan Higher Education, and has specialized training in Margin Lending, Derivatives, Self Managed Superannuation Funds, and ASX Listed Products. He is also a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA).
How does Stephen Gleeson help clients with retirement planning?
Stephen works with clients to develop personalized retirement plans that take into account their financial goals, risk tolerance, and lifestyle aspirations. He provides advice on superannuation, investments, and other strategies to help them achieve a comfortable and secure retirement.
What can I expect during my first meeting with Stephen Gleeson?
During your first meeting, Stephen will take the time to understand your financial situation, goals, and concerns. He will then explain his services and how he can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
Does Stephen Gleeson provide advice on insurance?
Yes, Stephen can provide advice on a range of insurance products, including life insurance, income protection, and trauma insurance. He will help you assess your insurance needs and find the right policies to protect you and your family.
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