Data sourced from ASIC Financial Advisers Register
Financial Adviser · COBRAM, VIC

Brodie Galati

COBRAM, VIC
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003436
Licensee
Count Financial Limited
Sydney, NSW (licence address on ASIC register)
View licensee

About Brodie Galati

Brodie Galati is a financial adviser based in Cobram, Victoria, with 17 years of experience in the financial services industry since 2009. Brodie works at Count Financial, which is licensed through Count Financial Limited. Brodie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brodie's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education. Brodie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education
2010
Margin Lending and Geared Investments
Kaplan Higher Education
2019
DFP5v4 Tax for Financial Advising
Kaplan Higher Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
TASACLv2 Commercial Law
Kaplan Higher Education

Registration History

Count Financial Limited
Feb 2022 - Present Current
Excludes SMSF
Fortnum Private Wealth Ltd
Sep 2019 - Jan 2022 Ceased
Not SMSF
Financial Wisdom Limited
Feb 2019 - Sep 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
National Australia Bank Limited
Oct 2018 - Jan 2019 Ceased
Australia And New Zealand Banking Group Limited
Feb 2013 - Sep 2018 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
HENDERSON MATUSCH PTY LTD
Dec 2008 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register