ABOUT US
A friendly, professional and experienced team with a focus on client service.
Our History
Brett Geappen Financial Services has been providing expert advice to our valued clients for more than 10 years.
We provide the highest level of professionalism to provide practical solutions to all of your financial challenges. Our commitment to you is matched only by our commitment to our own development as your adviser. We spend hundreds of hours each year investing in our own bank of knowledge and skills, so that you can be confident that we are and will always remain expert advisers in all areas of personal and business financial management.
Our Location
You can find us in our brand-new, purpose built offices at Suite 7, 2 Bayfield Street Rosny Park TAS 7018.
Our Services
Our services cover the full range of financial planning and personal financial management. This includes investment, risk insurances, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
What’s more, through a combination of our own ability and referral arrangements with professionals we trust, we also provide comprehensive services in accounting, lending, general insurances, property investment and legal services.
Brett Geappen
Director & Financial Planner
Brett Geappen is a senior advisor and has been providing financial advice for 15 years. He currently holds a Diploma of Financial Services and is in the final stages of completing his Advanced Diploma of Financial Planning.
Brett specialises in risk insurance, superannuation consolidation and investment advice. His aim is to provide solution-based advice. At home, he is the father of three gorgeous girls, Penelope, Jemima and Violet. Brett is very focused on fitness after playing and captaining football for the Tasmanian Devils in the VFL and the Clarence Football Club where he was coach for three years.
Brett Geappen is an authorised representative (270438) of Synchron Business Services Pty Ltd, ABN 33 007 207 650 (AFSL No. 243313)
Tracy Cowie
Personal Assistant & Paraplanner
Tracy has been Personal Assistant to Brett Geappen for over 10 years.
She prepares the risk, superannuation & investment Statements of Advice and oversees the administrative side of the business.
At home she is married and has 2 boys, Alex & Ryan and loves camping, walking the dogs and going to the football.