Career Profile

Tom Brooks is a driven professional with a strong passion for the financial services industry and a commitment to continuous learning and growth. He is currently pursuing his Graduate Diploma in Financial Planning, further strengthening his expertise in helping clients achieve their financial goals.

Tom’s key responsibilities include supporting the financial advisor team, assisting with financial planning and advice research and preparation, and helping clients implement strategies to build and protect their wealth. He is particularly focused on learning and applying investment and insurance strategies to meet diverse client needs.

Currently based in Melbourne, Tom has gained valuable experience working in both the Scone and Sydney offices, which has broadened his perspective and enhanced his ability to connect with clients from various backgrounds.

Outside of work, Tom is a passionate sports enthusiast who enjoys cricket and rugby league. He also has a deep appreciation for the country lifestyle and takes every opportunity to visit Scone, where he feels most at home

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