PATRICK KEVIN GLEESON (Adviser# 001005763) 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 November 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PATRICK KEVIN GLEESON |
| Adviser Number | 001005763 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000402370 AFFINITY WEALTH SERVICES PTY LTD |
| Licence ABN | 59133479115 |
| Adviser Start Date | 2016-11-07 |
| Appointing Representative Name | AFFINITY WEALTH SERVICES PTY LTD |
| Appointing Representative Number | 000402370 |
| Appointing Representative ABN | 59133479115 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Australian Catholic University |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000402370 | AFFINITY WEALTH SERVICES PTY LTD | 2016-11-07 - | AFFINITY WEALTH SERVICES PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2004-02-14 - 2015-04-24 | WESTPAC BANKING CORPORATION |
| Licence Name | AFFINITY WEALTH SERVICES PTY LTD |
| Licence Number | 000402370 |
| Licence ABN | 59133479115 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BENJAMIN PAUL HEDLEY HOCKING | Affinity Wealth Services Pty Ltd | Current | 2018-08-20 |
| SULOCHANA KULENDRAN | Affinity Wealth Services Pty Ltd | Current | 2018-05-28 |
| AMANDA RENEE HALSE | Affinity Wealth Services Pty Ltd | Current | 2018-04-18 |
| JILLIAN MARY CLARKE | Affinity Wealth Services Pty Ltd | Current | 2017-10-16 |
| JIAYING TAN | Affinity Wealth Services Pty Ltd | Current | 2017-07-28 |
| SUZANNE CARTER | Affinity Wealth Services Pty Ltd | Current | 2017-07-28 |
| PAUL CLIFFORD HOCKING | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| BRENDON D O'SULLIVAN | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| SHARON DIANE KENNEDY | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| LUKE KENNETH ROBSON | Affinity Wealth Services Pty Ltd | Ceased | 2017-06-30 |
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| 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.