Financial Adviser · DUNCRAIG, WA

Brodie Lee Read

DUNCRAIG, WA
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237414
Practice
Duncraig, WA (practice address on ASIC register)
Licensed through Alliance Wealth

About Brodie Lee Read

Brodie Lee Read is a financial adviser based in Duncraig, Western Australia, with 11 years of experience in the financial services industry since 2015. Brodie works at Consilium Financial, which is licensed through Alliance Wealth. Brodie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brodie's 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

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

Apr 2026 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Aug 2018 - Apr 2026 Ceased
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Nov 2015 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register