Brooke Gardener

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

Margin Lending and Gearing Strategies

Personal Insurance

Portfolio Administration

Superannuation Advice

Wealth Management

Stockbroking

Fixed Interest and Cash Management

Industry Experience

Sectors Covered

Brooke Gardener's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma of Financial Planning

Associations

No items found.

Competencies

Generic

Managed Investments

Securities

Superannuation

Financial Planning

Margin Lending

Life Insurance

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.