Financial Adviser · MYSTERTON, QLD · Claimed profile

Brooke Elizabeth Charity

MYSTERTON, QLD
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001297326

About Brooke Elizabeth Charity

Hello there! My name is Brooke and I'm here to make money matters a breeze for you.

One of the aspects I love most about my role as an adviser is the opportunity to educate and teach my clients about essential financial concepts and strategies in a way that's easy to understand. I firmly believe that financial literacy is the cornerstone of financial success, and I'm committed to taking the mystery away from complex topics.

When we work together, it's not just about numbers on a page. It's about your individual hopes, your dreams, and your future. Whether you're saving up for retirement, planning your estate, or just want to feel more confident about your finances, I'm here to help you every step of the way.

I strive to build long-lasting relationships built on trust, transparency, and integrity, knowing that the success of my clients is the ultimate measure of my own success.

Let's make your financial journey an exciting adventure, not a daunting task. Together, we'll tackle your goals and turn them into reality.

Profile content supplied by the adviser.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce
University of Southern Queensland
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Margin Lending Specialist
Kaplan Professional
2023
SMSF Regulations and Taxation
Kaplan Professional
2026
CFP Certification Program
Financial Advice Association of Australia

Registration History

Apr 2024 - Present Current
JGTS ADVICE PTY LTD
Oct 2022 - Mar 2024 Ceased
Jun 2022 - Jul 2022 Ceased

Source: ASIC Financial Advisers Register