Brodie Galati
Financial Adviser in Cobram, Victoria, Australia
Review Brodie Galati
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003436
- Location
- Cobram VIC 3644
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 15 February 2022
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education (2008); Margin Lending and Geared Investments, Kaplan Higher Education (2010); DFP5v4 Tax for Financial Advising, Kaplan Higher Education (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); TASACLv2 Commercial Law, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Brodie Galati
Brodie Galati is a financial adviser in Cobram, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003436.
Brodie provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 15 February 2022.
According to the register, Brodie first provided financial advice in 2009. The qualifications listed for Brodie include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education, 2008), Margin Lending and Geared Investments (Kaplan Higher Education, 2010) and DFP5v4 Tax for Financial Advising (Kaplan Higher Education, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
Reviews
Nobody has reviewed Brodie Galati here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brodie Galati a registered financial adviser?
Yes. Brodie Galati is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003436.
Which licensee does Brodie Galati work under?
Count Financial Limited, Australian financial services licence 227232.
What can Brodie Galati give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes SMSF."