DAVID JOSEPH GLEESON


Licensee: BELL PARTNERSHIP FP PTY LTD

DAVID JOSEPH GLEESON (Adviser# 000286714) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 17, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID JOSEPH GLEESON
Adviser Number 000286714
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000289821
BELL PARTNERSHIP FP PTY LTD
Licence ABN 81061757391
Adviser Start Date 2013-07-17
Appointing Representative Name BELL PARTNERSHIP FP PTY LTD
Appointing Representative Number 000289821
Appointing Representative ABN 81061757391
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID JOSEPH GLEESON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner FPA
Diploma of Financial Planning FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000289821 BELL PARTNERSHIP FP PTY LTD 2013-07-17 - BELL PARTNERSHIP FP PTY LTD

Licensee Information

Licence Name BELL PARTNERSHIP FP PTY LTD
Licence Number 000289821
Licence ABN 81061757391

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
OLIVIA HODGE Bell Partnership Fp Pty Ltd Current 2017-06-27
ANDREW MALCOLM BELL Bell Partnership Fp Pty Ltd Current 2015-02-24
LACHLAN ALEXANDER BELL Bell Partnership Fp Pty Ltd Current 2013-07-17
GRANT HAWKRIDGE Bell Partnership Fp Pty Ltd Current 2013-07-17
MALCOLM CURRIE BELL Bell Partnership Fp Pty Ltd Current 2013-07-17

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
OLIVIA HODGE Bell Partnership Fp Pty Ltd Current 2017-06-27
ANDREW MALCOLM BELL Bell Partnership Fp Pty Ltd Current 2015-02-24
LACHLAN ALEXANDER BELL Bell Partnership Fp Pty Ltd Current 2013-07-17
GRANT HAWKRIDGE Bell Partnership Fp Pty Ltd Current 2013-07-17
MALCOLM CURRIE BELL Bell Partnership Fp Pty Ltd Current 2013-07-17

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.