Samantha Geelan

Empower Age Care Strategic Advice

Gold
20 Yrs Experience
Newcastle West, NSW 2302

I’m a financial adviser specialising in aged care and complex advice, assisting and empowering people to effectively manage a variety of transition periods. My work can involve everything that financial advisers do including super, retirement and other financial matters, whilst addressing complex financial and lifestyle obstacles in a holistic way. My focus is to achieve that person’s wishes wherever possible and provide support and guidance to overcome obstacles encountered.

Expertise

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Empower Age Care Strategic Advice

2 Dick St
Newcastle West, NSW 2302

Opening hours

  • 8:00am – 8:00pm Monday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Shartru Wealth Management Pty Ltd

AFSL 422409