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Brooke Gardener
DipFinPlan
Investment Adviser
I enjoy working with clients to provide a holistic take on financial advice. As a full-service broker, clients have access to stockbroking, financial planning, wealth management, superannuation (including self managed super) and insurance.
My approach to wealth management is finding strategies and investment outcomes that align with client needs and risk tolerances rather than pre-determined investment selections or model portfolios. Creating customised strategies and portfolio's that assist clients to build wealth, supporting clients through times that may be personally or financially challenging and through challenging markets to maintain a long term, wealth creation mindset.
I have a particular passion for inspiring & educating women to invest, be it building an investment portfolio to build financial independence or taking more control with their broader financial strategy as well as superannuation.
Investment Style
Services and Specialties
Fixed Interest and Cash Management
Portfolio Administration
Superannuation Advice
Stockbroking
Wealth Management
Personal Insurance
Financial Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Associations
No items found.
Competencies
Managed Investments
Life Insurance
Superannuation
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Securities
Tax (financial) Adviser
Margin Lending
ASIC Financial Advisers Register
Financial Planning
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
