Brooke Charity
About Me
Brooke is a Financial Adviser with Altitude Wealth Management, based in their Townsville office.
Brooke started working in the Financial Planning industry in 2016 while completing a Bachelor of Commerce, majoring in Accounting and Finance. Brooke decided that becoming a Financial Advisor was the perfect career for her, because it combined her love for finance with the opportunity to create life-changing outcomes for her clients. Brooke has a passion for learning and has since completed a Graduate Diploma in Financial Planning and is now undertaking a Master of Financial Planning. Brooke is able to provide detailed recommendations on Self Managed Superannuation Funds as she is an SMSF specialist adviser and member of the SMSF Professional's Association of Australia.
Brooke, along with her husband and two children, moved to Townsville from the Sunshine Coast in 2022 to be closer to family. Outside of work, Brooke spends most of her time with family and friends. She is a lover of coffee, good food and travel.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 2 Years
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Licensed By Altitude Wealth Management Pty Ltd