Geet Tangri

Financial Force Pty Ltd

Silver
12 Yrs Experience
Brisbane City, QLD 4000
Geet takes a unique approach to financial planning whereby she provides holistic financial life advice. She focuses on her client’s personal wellbeing, their relationship with money and what financial freedom means to them. Geet believes that financial planning is not about the product or sales, but it’s about achieving your life goals by building a long-term client-advisor relationship. Each client has different needs which requires a deeper understanding of the client’s life, their aspirations, values and what is important to them. She follows a step by step process to uncover their individual personal and financial goals. This results in a personalised investment and financial plan for each client.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My goal is to help as many clients from all walks of life.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Financial Force Pty Ltd

Level 2, 190 Edward St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Financial Force Pty Ltd

AFSL 238337

4.90
8 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.50

"Geet setup our portfolio 5 years ago, we have been extremely happy with her knowledge and advice which is invaluable and beneficial to our needs and requirements."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very nice person with positive outlook on life. Geet shows logical reasoning and explain things very clearly."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have find Geet very helpful and knowledgeable."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geet has made an easy task to complete and able to do this without my feeling any sense of compulsion to comply. I am overall happy with service."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since I have been working with Geet on my super portfolio, the changes and adjustments we have made together as a result of her financial and technical expertise has been of great benefit to me. Geet is fantastic at client relationships which over the years has not been a focus from Suncorp. Geet as a financial planner, is a credit to the Suncorp bank."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nice person doing a good job. I feel calm with Geet."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Overall I am very happy with Geet. I have her as my planner for last 4 years, she provides excellent service."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I look forward to work with her long term."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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