Our Company

Broadbent Financial was established and is operated by Jarrod Broadbent. Jarrod has extensive experience in the private client industry having moved from research to client advising in 1995. Jarrod’s most recent role was as Executive Director and Team Leader at UBS Wealth Management Australia where he was employed from 2000 through to 2009. Prior to that Jarrod spent two years with Merrill Lynch.

Jarrod holds a Bachelor of Economics Degree and a Bachelor of Law degree from Monash University in Melbourne. Jarrod is PS146 compliant in managed investments, securities, futures markets and superannuation and is an accredited derivatives advisor (level 1).

Jarrod has 15 years experience in managing assets for high net worth private client investors.

Jarrod is assisted by Simone Kaissar. Simone has 11 years experience in the finance industry as a research analyst and advisor’s assistant. She was at UBS for eight years and Merrill Lynch prior to that. Simone is also PS146 industry compliant. Simone has supported Jarrod for nine years and is well aware of clients’ needs and demands.