Brett Geappen
Financial Adviser
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About
Brett Geappen is an ASIC-registered financial adviser based in Rosny Park, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Brett holds a Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd, earned in 2010, demonstrating a solid foundation in financial planning principles. Brett is authorized to provide advice on a broad range of financial products, ensuring that clients receive well-rounded guidance to suit their unique circumstances. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning, providing support throughout all stages of life. Key services offered include: • Superannuation advice to optimise retirement savings • Insurance solutions to protect against unforeseen events • Wealth management strategies to grow and preserve assets • Retirement planning to ensure financial security in later years • Investment Life Insurance and Life Risk Insurance • Securities and Government Debt Securities advice • Retirement Savings Accounts Brett is committed to building long-term relationships with his clients, offering ongoing support and guidance to help them navigate the complexities of the financial landscape. If you're looking for professional financial advice tailored to your specific needs, contact Brett today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Brett Geappen offer?
Brett Geappen specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Brett Geappen have?
Brett Geappen holds a Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd, obtained in 2010.
How can Brett Geappen help me plan for retirement?
Brett can assist you in developing a comprehensive retirement plan that considers your current financial situation, future goals, and risk tolerance. He will provide advice on superannuation, investments, and other strategies to help you achieve financial security in retirement.
What is the process of working with Brett Geappen?
The process typically starts with an initial consultation to understand your financial goals and current situation. Brett will then develop a tailored financial plan, present it to you for review, and implement the plan with your approval. Ongoing reviews and adjustments will ensure the plan remains aligned with your evolving needs.
What should I expect from a consultation with Brett Geappen?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of how Brett can help you achieve your objectives. You'll have the opportunity to ask questions and gain a clear understanding of the advice and services offered.
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