Financial Adviser · DUNCRAIG, WA

Brodie Lee Read

11 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001237414

Brodie Lee Read is a financial adviser based in Duncraig, Western Australia, with 11 years of experience in the financial services industry. Brodie is currently authorised under Interprac Financial Planning Pty Ltd. Brodie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology. Brodie is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2016

Certificate IV in Finance and Mortgage Broking FNS40815

AAMC Training Group

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Interprac Financial Planning Pty Ltd

Aug 2018 - Present Current

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Nov 2015 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register