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Effective Investment Strategies with a Collaborative Approach
As a Wealth Adviser, Brodie provides ongoing support to give his client’s piece of mind and endeavours to achieve the lifestyle they desire.
Brodie aims to provide his clients with the tools to achieve their personal goals through the following services:
Superannuation and retirement savings strategies
- Life, TPD & Income Protection Insurance Policies
- SMSF Investment Strategy
- Deceased Estate Services
- Portfolio reporting, administration and rebalancing
- Private client stockbroking services and portfolio management
- IPO and Corporate offerings (for eligible clients)
- International trading
Authorisations
Brodie Chalwell can advise on the following product areas:
- Deposit and Payment Products – Non-basic Deposit Product
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes, including IDPS
- Securities
- Superannuation Life Products
Brodie is accredited to provide tax (financial) service advice.
Qualifications
- Financial Adviser Exam, ASIC, 2023
- Core 1 – Securities and Managed Investments Accreditation Program, Stockbrokers and Investment Advisers Association, 2022
- Bachelor of Commerce: Financial Planning, Curtin University, 2021
- Bachelor of Commerce: Economics and Finance, Curtin University, 2017