Brodie Cullen

Brodie works alongside Up Wealth’s advisers in Canberra, bringing more than a decade of experience in financial planning and a strong technical background to the advice process.

With a Bachelor of Economics and extensive experience in strategy development and paraplanning, she enjoys tackling complex financial problems and turning them into clear, practical strategies for clients.

I’ve worked in financial planning since 2015, and the part I’ve always enjoyed most is the problem solving. Give me a complicated situation, a spreadsheet and a few different strategies to compare and I’m very happy.

There’s rarely one obvious answer in financial planning. A decision about superannuation might affect tax, Centrelink, cash flow and retirement outcomes all at once. I enjoy pulling those different pieces together, modelling the alternatives and working out which strategy actually leaves someone in the strongest position.

What makes the technical work worthwhile, though, is seeing it translate into something tangible for a client. Sometimes a relatively small change to a strategy can make a meaningful difference over ten or twenty years. Being able to identify those opportunities and help turn a complicated financial situation into a clear path forward is what keeps the work interesting for me.

Outside of work, I’m usually finding another project to start around the house, adding yet another plant to a collection that definitely doesn’t need any more, or getting stuck into a good book. I also love getting outdoors for a hike and exploring new places around Canberra and beyond.