After completing his Bachelor of Economics and Finance at the University of Newcastle, Brodie moved to the United Kingdom where he held positions in accounting and analytics.
On returning to Newcastle, he commenced his financial planning career with a large multi-disciplinary financial planning and accounting firm. In 2008, Brodie co-founded the Newcastle branch office for Melbourne based E.L. & C. Baillieu and became a partner in 2012. After 14 years of operation, E.L. & C. Baillieu merged with Ord Minnett where Brodie transitioned to a Senior Private Wealth Adviser.
Brodie assists private clients manage, grow, protect and structure their wealth through the life cycle. Typical clients are either at an accumulating, pre-retirement or retirement stage of life. He tailors bespoke advice to each client to meet their goals and objectives, and he works closely with other professionals such as accountants, risk advisers and solicitors to achieve seamless outcomes and care for clients.
Brodie has earned a high level of trust and loyalty from his clients through his commitment to exceptional client service, ethics, and a focus on long-term outcomes. Through his approach, many of these relationships have spanned over 10 years.
.jpg)