Brooke Walters

Client Services Officer

Client Services Officer

Brooke has over 10 years experience in the Childcare Profession and has brought with her a caring and positive energy to the Financial Planning Industry. Brooke is passionate about facilitating clients to achieve their financial goals and aspirations whilst creating a warm and friendly environment for each client.

Qualifications

Brooke has been working in the Financial Planning Industry for the past 2 years and is currently studying her Diploma of Financial Planning.

Role

Brooke is our front of house go to girl, having an integral role that encompasses meeting and greeting clients, answering client queries and collecting the required preliminary data that forms the foundation of our financial recommendations. Brooke also conducts our client Medical Questionnaires for Insurance applications, as well as implementing the strategies that are presented in our clients’ Statement of Advice.

Outside of Work

When she’s not at work you’ll find Brooke on the Hockey field or in a swimming pool. When she’s not exercising Brooke enjoys spending time with her friends and family, in particular, her niece and nephew.