Samantha Jane Geelan – Financial Adviser

Adviser identifying number: 259803
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 29/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COUNT FINANCIAL LIMITED
Authorised Representative identifying number: 227232
Authorised Representative’s ABN: 19001974625

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Certificate III in Banking – TAFE
• Diploma of Financial Planning – DFP 1 – 4 – Integratec, Count, Kaplan Professional
• Graduate Certificate of Applied Finance – Kaplan Professional
• Graduate Diploma of Financial Planning – Kaplan Professional
• Statement in Business Services – TAFE

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australia (FINSIA)

Samantha Jane Geelan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility