Brooke Gardener
DipFinPlan
Senior Private Client Adviser
As a financial adviser with a focus on listed investments, I take a holistic approach to wealth management—looking beyond just the numbers. I believe great advice starts with strong relationships, so I work closely with clients to understand their full financial picture, lifestyle goals, and what truly matters to them.
I joined Morgans Financial in 2014, starting in the wealth management team and progressing to associate adviser in 2017. My background in law has shaped a deep interest in research, analysis, and how best to optimise and protect client wealth through changing market conditions. I understand that smart risk management is the foundation of long-term wealth creation.
Investment Style
I partner with individuals and families to build tailored investment strategies that reflect their unique goals and circumstances. My approach combines detailed analysis, strategic asset allocation, and proactive risk management to help grow and safeguard wealth over time.
Services and Specialties
Fixed Interest and Cash Management
Portfolio Administration
Superannuation Advice
Stockbroking
Wealth Management
Personal Insurance
Margin Lending and Gearing Strategies
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Associations
No items found.
Competencies
Managed Investments
Life Insurance
Superannuation
Securities
Margin Lending
Financial Planning
Generic
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees.
