BRODIE GALATI

Financial Adviser · Shepparton, VIC

Registered

Registration Number

001003436

Registration Status

Registered

Location

Shepparton, VIC 3630

Providing Advice Since

2009

Registration Date

09/09/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2019 - DFP5v4 Tax for Financial Advising - Other - Kaplan Higher Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - TASACLv2 Commercial Law - Other - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.