Brody Elliott

Associate Financial Planner

At work

As an Associate Financial Planner, Brody works closely with our advisers to support the delivery of high quality, holistic financial advice. With a strong focus on paraplanning, he plays a key role in developing tailored strategies and translating technical detail into clear, easy to understand financial plans for our clients.

Brody also supports our team of Pension Transfer Specialists, working with advisers outside of bdhSterling to support their clients who are transferring pensions to Australia. He also works directly with clients throughout the pension transfer process. This work contributes to the smooth and efficient delivery of advice for people navigating complex cross border decisions.

Before joining bdhSterling, Brody ran an outsourced paraplanning business, supporting more than 25 advice practices. This experience has given him a broad perspective on advice strategy and enables him to consistently deliver thoughtful, well considered outcomes for clients.

Outside of work Brody enjoys travelling, having visited 37 countries (and counting!), eating (one of the best reasons to travel) and hiking. He’s currently preparing for his next adventure: climbing to Everest Base Camp!

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

My practical tip is sunscreen. But, also get used to the idea of having cold prawns, cold drinks and a day at the beach for Christmas.

What’s the best thing about living in Australia?

The beaches, they’re pretty hard to beat.

What do you miss about living in the UK?

While only being in the UK for a few weeks, I was impressed by the delicious food (not only British food, but the wide variety of other cuisines available). With Scottish heritage, I also found that I actually enjoyed eating Haggis!

What gives you the most satisfaction at work?

Working as part of a team to figure out the best strategy for a client.

What’s the best thing about working for bdhSterling?

Having the satisfaction of assisting clients through such a big life change, a move halfway around the world.

bdhSterling
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