Stephen Gleeson
CHARTER FINANCIAL PLANNING LIMITED · Essendon VIC 3040 · Advising since 2010
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000334958
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665Since 16 January 2014
- Principal business address
- Essendon VIC 3040
- First year providing advice
- 2010
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2014 – presentCHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDMar 2009 – Jan 2014MERITUM FINANCIAL GROUP PTY LTD · AFSL 245569
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA) · 2018 · Professional Designations
ASX Listed Product Accreditation Course (LPAC)
LPAC Online · 2017 · Other
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2015 · Advanced Diploma (AQF 6)
Self Managed Superannuation Funds
Mentor Education Pty Ltd · 2015 · Other
Derivatives
Kaplan Higher Education Pty Limited · 2013 · Other
Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2013 · Diploma (AQF 5)
Margin Lending
MLC Limited · 2011 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Stephen Gleeson claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stephen Gleeson on Souffle yet.
Contacting Stephen Gleeson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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