Financial Planner & Director
I have been practising as a financial adviser since 1998 and joined Hanmoore Financial Solutions as a director in 2007.
I hold a Masters Degree in Applied Finance (with Honours) alongside a Master's Degree in Financial Planning from Deakin University and a Bachelor of Commerce Degree from Monash University. I am also a Certified Financial Planner.
My role is to help clients better understand their financial position, to evaluate their options, and make an informed decision that allows them to take control of their financial future.
I joined Hanmoore Financial Solutions in 2003 and have 15 years experience in the financial services industry. I am a Fellow Chartered Financial Practitioner and hold an Advanced Diploma of Financial Planning.
I have a strong knowledge of all aspects of financial planning, having been in a client services management role prior to becoming an adviser at Hanmoore.
My focus is providing a friendly and professional service, offering expert advice in all areas of financial planning, from client's super and insurance needs, through to comprehensive retirement planning and Aged Care solutions.
Over the past 15 years in the financial services industry I have worked in Australia, the UK and most recently as an adviser in the US. In a globally integrated world, my international experience provides clients with an unique insight into wealth accumulation strategies.
I am a Certified Financial Planner, hold a Bachelor of Business in Economics and Finance and an Advanced Diploma of Financial Planning.
I work closely with business owners and families, implementing short-term and long-term wealth accumulation, and wealth protection strategies to give you and your family the best chance of achieving your goals.
I have over 28 years' experience in the financial services industry, working at SGA Financial Services prior to joining Hanmoore in 2020. I commenced in the financial planning industry in 1992 as a Financial Planner , after nine years experience in the accounting profession.
I am a Certified Financial Planner, and have completed a Diploma of Financial Planning.
My focus is to work closely with clients providing specialist advice in all aspects of financial planning, including superannuation, insurance, retirement planning and Aged care. I help my clients to build knowledge and confidence over time so they can make informed decisions about issues that affect their financial future.
I have 8 years experience in the financial services industry.
I hold a Bachelor of Finance from Latrobe University and have also completed the Certified Financial Planner program.
Having previously held a client research and strategy role at Hanmoore prior to taking an advisory role I have a strong knowledge of all aspects of financial planning and provide a wide range of service to clients.
Gerald Gleeson CPA, FPS, AFPA
I have over 35 years experience in the financial services industry and joined Hanmoore Financial Solutions in 2014.
I have been operating as a financial planner since 1988. I have a Financial Planning Specialist designation as well as being a qualified accountant (CPA).
My knowledge and experience within the financial services industry allows me to provide advice across a wide range of services from wealth creation to retirement planning. I take pride in providing a personal service to my loyal clientele.
Stephen Gleeson FChFP Adv Dip FS
I have 10 years experience in the financial services industry, joining Hanmoore Financial Solutions in 2014.
I hold an Advanced Diploma of Financial Planning and have completed the Fellow Chartered Financial Practitioner Program.
Having previously held a client research and strategy role prior to taking an advisory role I have a strong knowledge of all aspects of financial planning and provide a wide range of services to clients.