Brooke Charity
Brooke Charity
Financial Adviser
Based in Townsville with her husband and two children, Brooke understands the importance of building strong, trusted relationships. She is known for her approachable style and her ability to make complex financial strategies easy to understand.
With a decade of experience in the financial planning industry, Brooke brings a depth of knowledge and a genuine passion for guiding individuals and families toward long-term financial success.
Brooke specialises in developing tailored strategies that not only grow and protect wealth but also give clients confidence in the decisions they are making. Whether that’s planning for retirement, structuring investments, or ensuring families are protected through thoughtful estate and insurance planning.
Her goal is simple: to remove uncertainty, provide clarity, and partner with clients through each stage of life so they can focus on what matters most, while she focuses on securing their financial future.
Qualifications and Professional Memberships
- Bachelor of Commerce (Accounting and Finance) with Distinction
- Graduate Diploma of Financial Planning
- Financial Advice Association Australia (FAAA) Member
- Self Managed Super Fund Association of Australia
- SMSF Accredited Specialist Adviser
- Margin Lending Specialist
- Accredited Listed Product Adviser Program
Areas of Expertise
