Financial Planning

Meet our advisers

 

 

 

Kade Beasley

Financial Adviser Principal – DFP, ADFP, AR

 

Kade joined Moggs Accounting + Advisory in 2015 and has over 30 years of experience in the financial services industry, including over 15 years in Portfolio Management & Fund Administration. Kade has attained a Diploma in Financial Planning (2016) & an Advanced Diploma in Financial Planning (2018) from Kaplan Professional. He is also a member of the Financial Advice Association Australia. Kade is also accredited and can provide advice in aged care and self-managed super funds (SMSFs).

Kade Beasley is authorised to provide the following products and services:

 Basic deposit products
 Life insurance
 Government debentures, stocks and bonds
 Managed investment schemes
 Retirement Savings Accounts
 Securities
 Superannuation
 Standard margin lending

Kade is an Authorised Representative of Count and a Team Leader of Financial Planning at Moggs Accounting + Advisory, and receives a salary and dividends from the business.

The Authorised Representative number for Kade Jeffree Beasley is 001265892 and their details are available on the Financial Advisers Register at https://moneysmart.gov.au/financial-advice/financial-advisers-register

 

 

 

 

 

Brodie Galati

Financial Adviser – DFP, AR

 

Brodie joined Moggs Accounting + Advisory in 2022 and has over 25 years of experience in the financial services industry, including over 17 years’ experience in the provision of financial planning advice. Brodie has attained a Diploma in Financial Planning (2008) from Kaplan. She is also a member of the Financial Advice Association Australia. Brodie is also accredited and can provide advice in aged care. 

Brodie Galati is authorised to provide the following products and services:

 Basic deposit products
 Life insurance
 Government debentures, stocks and bonds
 Managed investment schemes
 Retirement Savings Accounts
 Securities
 Superannuation
 Standard margin lending

Brodie is an Authorised Representative of Count and a Financial Planner for Moggs Accounting + Advisory and receives a salary from the business. 

The Authorised Representative number for Brodie Galati is 1003436 and their details are available on the Financial Advisers Register at https://moneysmart.gov.au/financial-advice/financial-advisers-register 

Moggs Accounting + Advisory Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

 

  The information on this web page is not financial product advice and is provided for information only.

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Our Services


    • Personal Financial Planning
    • Investment Advice & Portfolio Management
    • Superannuation & Retirement Planning
    • Self-Managed Super Fund Advice
    • Personal Insurance Advice
    • Estate & Succession Planning
    • Centrelink & Aged Care Advice

"Moggs Accounting + Advisory have been preparing my company and personal accounts for many years now. The team is very competent and offer sound advice. The best thing is they actually care about the client. They come highly recommended."