Brodie Coldwell

Executive summary

Brodie is an Associate Wealth Adviser with BDO’s Private Wealth team in Adelaide. He works closely with individuals, families and business owners to develop tailored financial strategies that support long-term security and growth.

Brodie takes a personable, collaborative approach to his work, taking the time to understand each client’s unique needs and circumstances.

Brodie’s experience spans comprehensive financial planning, retirement strategies, and wealth structuring for optimal outcomes. He also advises on personal risk insurance and self-managed superannuation funds (SMSFs), helping clients to protect their assets while building sustainable wealth.

Expertise

• Financial planning and superannuation
• Personal risk insurance
• Retirement planning
• Structuring to maximise wealth
• Self-managed superannuation funds (SMSFs)

Qualifications and Affiliations

• Bachelor of Business (Financial Planning)
• SMSF Specialist, SuperConcepts
• Member, Financial Advice Association Australia (FAAA)