"I consider your personal and financial goals holistically and provide a comprehensive strategy with a focus on total shareholder return."
After working in the legal industry for many years, Brooke transitioned to financial services working in a start-up precious metals exchange in operations and logistics. She has extensive experience in running and operating small businesses.
Brooke initially joined Morgans within the Wealth+ platform, developing extended insight into portfolio management, before moving into an advisory role.
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Personal Insurance
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Brooke provides her clients with a full range of investment services including stockbroking, financial planning and superannuation. Through her legal experience she specialises in in-depth analysis of companies to find value and quality investments.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2017
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
- Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.