Samantha Jane Geelan
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259803
- Location
- Newcastle West NSW 2302
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 26 July 2017
- First provided advice
- 2004
- Qualifications
- Advanced Diploma Financial Planning, Kaplan (2010); Graduate Certificate of Applied Finance, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2015); Accredited Aged Care Professional, Aged Care Steps (2017); Masters of Financial Planning, Kaplan Professional (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Samantha Jane Geelan
Samantha Jane Geelan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle West, New South Wales (adviser number 000259803).
The licensee Samantha advises under is Shartru Wealth Management Pty Ltd (AFS licence 422409). The current authorisation started on 26 July 2017.
According to the register, Samantha first provided financial advice in 2004. Qualifications and training on file include Advanced Diploma Financial Planning (Kaplan, 2010), Graduate Certificate of Applied Finance (Kaplan Professional, 2011) and Graduate Diploma of Financial Planning (Kaplan Professional, 2015). Samantha is recorded as a member of Financial Advice Association of Australia (FAAA).
Samantha is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Samantha Jane Geelan a registered financial adviser?
Yes. Samantha Jane Geelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259803.
Which licensee does Samantha Jane Geelan work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Samantha Jane Geelan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.