Brooke Charity

My role at Altitude

Your life won’t stand still. Neither should your financial plan. I provide strategic advice that adapts as your goals, family and opportunities change.

I help you make confident financial decisions. Whether you’re building wealth, planning for retirement, protecting your family or navigating life’s opportunities and challenges, I provide personalised advice that’s tailored to your goals and evolves as your life does.

I believe great financial advice should be clear, practical and empowering, not filled with jargon.

How I help you

Every client has a different story, which is why I don’t believe in one-size-fits-all advice. I take the time to understand what’s important to you before developing strategies that align with your goals, values and lifestyle.

I enjoy simplifying complex financial concepts into practical, easy-to-understand advice, so you can feel informed, confident and in control of your financial future.

Why I love what I do

For me, financial advice has always been about people, not products.

I love helping clients turn uncertainty into confidence and seeing the peace of mind that comes from having a clear plan. Whether it’s helping someone retire comfortably, protect their family, grow their wealth or leave a lasting legacy, it’s incredibly rewarding to play a small part in some of life’s biggest milestones.

Building long-term relationships with my clients is one of the most fulfilling parts of my role, and I feel privileged to be trusted with such an important part of their lives.

Expertise and qualifications

I’ve worked in the financial planning profession since 2016 and have been providing personal financial advice since 2023. I hold a Bachelor of Commerce (Accounting & Finance), graduating with academic distinction and awarded a membership in the Golden Key International Honour Society, along with a Graduate Diploma and Master of Financial Planning.

I’m a Certified Financial Planner® (CFP®), an SMSF Specialist Adviser™, and hold specialist accreditations in Margin Lending and Listed Products. I’m also a proud member of the Financial Advice Association Australia (FAAA).

I’m passionate about continuous learning and staying at the forefront of industry and legislative change, ensuring my clients receive advice that’s not only relevant today, but continues to evolve alongside their lives, goals and an ever-changing financial landscape.

Life beyond Altitude

Outside of work, you’ll usually find me spending time with my husband and our two children. Family is at the centre of everything I do and is a constant reminder of why thoughtful financial planning matters.

I also enjoy Pilates, tackling the occasional home renovation project, planning our next family adventure and finding reasons to laugh along the way.