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Joel Michael Gleeson, AFP®


Name Joel Michael Gleeson AFP®
Company First Financial Pty Ltd
Address level 9/90 Collins St
Melbourne, VIC 3000
Phone 0399095858

I have been in the financial services industry since 2018 with previous experience in a mortgage broking firm. I work
to build relationships with clients to understand what is important to them. That then enables me to take a holistic
view of my client’s financial situations when assessing their lifestyle and financial needs, goals and objectives.
Working with clients to put a step-by-step plan to achieve their financial goals is what excites and drives me. Layering
this with educating and providing clarity to clients ensures they have peace of mind with respect to their financial
future, and the courage to dream big.

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