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Brooke Gardener

Brooke Gardener

Authorised representative number: 001258338

Investment Adviser

I enjoy working with clients to provide a holistic take on financial advice. As a full-service broker, clients have access to stockbroking, financial planning, wealth management, superannuation (including self managed super) and insurance.
My approach to wealth management is finding strategies and investment outcomes that align with client needs and risk tolerances rather than pre-determined investment selections or model portfolios. Creating customised strategies and portfolio's that assist clients to build wealth, supporting clients through times that may be personally or financially challenging and through challenging markets to maintain a long term, wealth creation mindset. I have a particular passion for inspiring & educating women to invest, be it building an investment portfolio to build financial independence or taking more control with their broader financial strategy as well as superannuation.

Investment Style

Services and Specialties

Fixed Interest and Cash Management
Portfolio Administration
Superannuation Advice
Wealth Management
Personal Insurance
Financial Planning

Qualifications and Professional Affiliations

Diploma of Financial Planning


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Managed Investments
Life Insurance
Margin Lending
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.