ABOUT US

A friendly, professional and experienced team with a focus on client service.

Our History

Matthew Geappen Financial Services is a financial planning firm that has been providing financial advice and solutions for more than 10 years.

Our team operate with the highest level of professionalism and personability to ensure that we give you practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

 

Our Location

Matthew Geappen Financial Services has a brand new location. Our purpose built, modern office is located on the sunny eastern shore, at 11 Scott Street, Bellerive.

 

Our Services

We provide a full range of financial planning and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

We offer you a greater service offering not only in financial planning but accounting services, general insurance, home loans, property investing & legal services with trusted & professional referral partners.

 
Brett Geappen

Brett Geappen

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)

Rita Mawson

Rita Mawson

Paraplanner

Rita has over 15 years of experience working in the financial services industry with the majority of those years in a paraplanning role. Rita has an Advanced Diploma of Financial Services.

Away from work, she enjoys hiking and the outdoors.

Mason Walsh

Mason Walsh

Client Services & Administration Manager

Mason is an aspiring financial adviser who holds a Diploma of Financial Services and is currently studying his final topics of his Graduate Diploma of Financial Services. He has been working in the finance industry for over 5 years in paraplanning, admin and client services roles and will commence his professional year this year to become a provisional financial adviser.

Away from work, he enjoys playing golf, running and following the AFL.

Matthew Geappen

Matthew Geappen

Director

Matthew is the director of Matthew Geappen Financial Services. At home, he is the father of three children, Abbey, Max and Tom. Matthew keeps fit by doing triathlons since his retirement from football in 2010 after playing for the Tasmanian Devils in the VFL, Clarence and North Hobart football clubs to which he also coached for 2 years.