BROOKE ELIZABETH CHARITY
Financial Adviser · West End, QLD
📚 Qualifications & Training
2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2023 - Margin Lending Specialist - Professional Designations - Kaplan Professional
2023 - SMSF Regulations and Taxation - Other - Kaplan Professional
2026 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.