Career Profile
Charlie Brooks is currently pursuing his Graduate Diploma in Financial Planning studies and is passionate about the financial services industry. With a focus on assisting individuals and families in achieving their financial aspirations, Charlie has gained valuable experience working in both the Scone and Sydney offices. His key responsibilities include supporting the financial advisor team, assisting with financial planning and advice research and preparation, supporting clients in reaching their financial goals, and learning and applying investment and insurance strategies. Outside of work, Charlie has a passion for sports and enjoys playing Rugby League & Rugby Union, which helps him stay motivated and focused both on and off the field. He finds great fulfillment in combining his professional growth with his dedication to teamwork and discipline.
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