Founded in 1989, AJ Gleeson Financial Advisers is a privately owned and operated financial planning practice.
We are passionate about helping our clients achieve their financial and lifestyle goals. Accordingly, our business is firmly centered on client relationships through the provision of sound strategic financial and investment advice and service.
Our clients typically encompass senior executives, legal and medical professionals, and business owners, all seeking the peace of mind that comes from knowing that they are partnering with a professional firm that will assist them build, manage, protect, and enjoy, their wealth through all stages of their life.
We believe it is the strength of our client relationships, coupled with our technical excellence and ‘client first’ philosophy, which sets us apart from other financial service providers.
Access to a Wealth of Financial knowledge…
Though privately owned, AJ Gleeson Financial Advisers and
its advisers are Authorised Representatives of Fortnum Private Wealth Ltd (‘Fortnum’),
one of Australia’s pre-eminent and independently owned financial planning licensees.
Our
partnership with Fortnum provides us with extensive research, technical support,
and ‘best practice’ solutions, thus enabling us to deliver exceptional advice
and service to our clients.
