Samantha Geelan
Financial Adviser
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About
Samantha Geelan is an ASIC-registered financial adviser based in Newcastle West, NSW, dedicated to helping her clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong educational foundation that includes an Advanced Diploma in Financial Planning, a Graduate Certificate of Applied Finance, a Graduate Diploma of Financial Planning, and a Masters of Financial Planning, all from Kaplan Professional, Samantha combines academic rigour with practical experience. She also holds an Accredited Aged Care Professional certification from Aged Care Steps, demonstrating her commitment to specialist knowledge. As a member of the Financial Advice Association of Australia (FAAA), Samantha adheres to the highest ethical and professional standards. Samantha is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also skilled in advising on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Samantha’s key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Aged care financial planning Ready to take control of your financial future? Contact Samantha today to arrange a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Samantha Geelan offer?
Samantha Geelan provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What are Samantha Geelan's qualifications?
Samantha holds an Advanced Diploma in Financial Planning, a Graduate Certificate of Applied Finance, a Graduate Diploma of Financial Planning, and a Masters of Financial Planning, all from Kaplan Professional. She is also an Accredited Aged Care Professional.
How can Samantha help me with retirement planning?
Samantha can help you develop a comprehensive retirement plan that takes into account your financial goals, risk tolerance, and time horizon. She can advise on superannuation strategies, investment options, and income streams to help you achieve a comfortable retirement.
What is the first step in working with Samantha Geelan?
The first step is to contact Samantha to arrange an initial consultation. This will allow you to discuss your financial goals and needs, and for Samantha to explain how she can help you achieve them.
Is Samantha Geelan a member of any professional organizations?
Yes, Samantha is a member of the Financial Advice Association of Australia (FAAA).
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