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Peter Gleeson

Peter Gleeson

Financial Advisor

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  • Timeline

  • About me

    Regional Director at Judo Bank

  • Education

    • Kaplan Professional

      2009 - 2013
      Master of Applied Finance (MAppFin) Applied Finance

  • Experience

    • Colonial First State

      Apr 2005 - Oct 2009
      Financial Advisor

      Guiding clients through life's financial journeys from risk management to investment and retirement.I am grateful to have held the hand of dozens to preserve their wealth through the extreme adversity of the GFC and learnt early on in my banking career how to step up to difficult conversations and the importance of listening, understanding and client education.

    • Westpac

      Oct 2009 - Jul 2019

      • Relationship Manager / Senior Relationship Manager

        Jul 2014 - Jul 2019

      • Bank Manager

        Oct 2009 - Jul 2014

    • Judo Bank

      Jul 2019 - now

      • Regional Director

        Sept 2020 - now

      • Director Relationships

        Jul 2019 - Sept 2020

  • Licenses & Certifications

    • Peter John Gleeson

      Department of Justice & Attorney General
      Feb 2019

    • Judo Bank Managing and Leading Change Program

      Canvas Credentials (Badgr)
      Nov 2022
      View certificate certificate

    • Chartered Banker

      The Chartered Banker Institute
      Mar 2023