As part of the paraplanning team, Brody’s role is to work closely with our highly skilled financial advisers to formulate the optimum strategy for our clients and combine this into an informative, but easy to understand financial plan.
Before joining bdhSterling, Brody travelled the world while running an outsourced paraplanning business, working with over 25 different businesses. With this extensive experience, Brody will ensure high quality, holistic financial planning for our clients.
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.
More of our Perth team members
Get to know a few more members of our team.