Brooke has worked alongside the Agilis team since mid-2016, with over 17 years’ experience in financial services and funds management.
She attributes her experience during the Global Financial Crisis as a career defining moment that fuelled her passion for helping people better understand investment risk.
Brooke helps many of our SMSF trustees make better decisions around their investment strategies. She also provides ongoing services to clients in the lead up to retirement, maximizing their savings by utilizing tax effective strategies.
She is passionate about helping clients feel empowered and in control of their finances, and she always works in the clients’ best interest.
Brooke holds a Diploma in Financial Planning (Kaplan) and a Graduate Certificate in Applied Finance (QUT).
In 2023, Brooke was appointed as the Agilis CA General Manager – providing overarching support and processes for the firm.