Financial Adviser
· NEWCASTLE WEST, NSW
Samantha Jane Geelan
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259803
Samantha Jane Geelan is a financial adviser based in Newcastle West, New South Wales, with 22 years of experience in the financial services industry. Samantha is currently authorised under Shartru Wealth Management Pty Ltd. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Financial Planning from Kaplan Professional. Samantha is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma Financial Planning
Kaplan
2011
Graduate Certificate of Applied Finance
Kaplan Professional
2015
Graduate Diploma of Financial Planning
Kaplan Professional
2017
Accredited Aged Care Professional
Aged Care Steps
2017
Masters of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register