Brooke Charity

Brooke started in the financial planning industry in 2016 while completing a Bachelor of Commerce. The early days of her career were focused on client support and paraplanning roles. She now enjoys working directly with clients to help achieve their goals. Originally from Lismore, NSW, Brooke and her family moved to Townsville from the Sunshine Coast in 2022 to be closer to their loved ones and raise their two kids.

One of the aspects Brooke loves most about her role as an adviser is the opportunity to educate clients about essential financial concepts and strategies in a way that’s easy to understand. She firmly believes that financial literacy is the cornerstone of financial success and is committed to taking the mystery away from complex topics. Whether you’re building wealth, planning for retirement, wanting protection for your family and estate, or just want to feel more confident about your finances, Brooke is here to help you every step of the way.

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

• Investing
• Cashflow & Debt Management
• Superannuation Strategies
• Self Managed Super Fund Advice
• Retirement Planning Strategies
• Centrelink Strategies & Support