Brooke Gardener

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DipFinPlan

Authorised Representative: 001258338

Investment Adviser

"I consider your personal and financial goals holistically and provide a comprehensive strategy with a focus on total shareholder return."

After working in the legal industry for many years, Brooke transitioned to financial services working in a start-up precious metals exchange in operations and logistics. She has extensive experience in running and operating small businesses. Brooke initially joined Morgans within the Wealth+ platform, developing extended insight into portfolio management, before moving into an advisory role.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Personal Insurance
  • Portfolio Administration
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Brooke provides her clients with a full range of investment services including stockbroking, financial planning and superannuation. Through her legal experience she specialises in in-depth analysis of companies to find value and quality investments.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Kaplan, 2017
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
  • Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.