Financial Adviser
· WODONGA, VIC
Brogan Jean Beryl Broadway
No disciplinary history on record with ASIC
WODONGA,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001257241
Practice
Wodonga, VIC (practice address on ASIC register)
Licensed through Matrix Planning Solutions
About Brogan Jean Beryl Broadway
Brogan Jean Beryl Broadway is a financial adviser based in Wodonga, Victoria, with 9 years of experience in the financial services industry since 2017. Brogan works at Step Up Financial, which is licensed through Matrix Planning Solutions Limited. Brogan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brogan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
SMSF Regulation and Taxation Course (FPE020)
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register