Brooke Charity

Grasso Financial Services

Silver
2 Yrs Experience
West End, QLD 4810

Hello there! My name is Brooke and I’m here to make money matters a breeze for you. Originally from Lismore, NSW, my family and I moved from the sunny Sunshine Coast in 2022 to be closer to our loved ones and raise our two kids.

One of the aspects I love most about my role as an adviser is the opportunity to educate and teach my clients about essential financial concepts and strategies in a way that's easy to understand. I firmly believe that financial literacy is the cornerstone of financial success, and I'm committed to taking the mystery away from complex topics.

When we work together, it's not just about numbers on a page. It's about your individual hopes, your dreams, and your future. Whether you're saving up for retirement, planning your estate, or just want to feel more confident about your finances, I'm here to help you every step of the way.

I strive to build long-lasting relationships built on trust, transparency, and integrity, knowing that the success of my clients is the ultimate measure of my own success.

Let's make your financial journey an exciting adventure, not a daunting task. Together, we'll tackle your goals and turn them into reality.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.92
  • Number of reviews 3
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Grasso Financial Services

8 Martinez Ave
West End, QLD 4810

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Jgts Advice Pty Ltd

AFSL 515921