Chad Brookes Email & Phone Number
Director | Head of Wealth | Principal Financial adviser @ Aureus Financial (Past)
Chad Brookes's Location
Maroubra, NSW, AU
Chad Brookes's Work
- Director | Head of Wealth | Principal Financial adviser @ Aureus Financial
- Director | Senior Financial and Investment Adviser @ Zenith Global Wealth Management
- Private Wealth Adviser @ Macquarie Group
- Business Development Manager - Investments @ Australian Unity
- Financial Planner @ Westpac
- Financial Planner @ Wealthy & Wise Lifestyle Planning
- Financial Adviser @ Anne Street Partners Financial Services Pty Ltd
Chad Brookes's Education
- CFA Institute Level II Candidate2016 - 2017
- Kaplan Business School Pty Limited
Masters in Applied Finance (Investments and Securities)
2016 - 2017 - Kaplan Professional
Advanced Diploma of Financial Planning (Tax, Estate, Investment Planning, and SOA Construction)
2012 - 2012
- International Institute of Technology
Certificate IV (Mortgage Broking)
2010 - 2010 - Pinnacle Financial Services Academy
(Diploma of Financial Service( Financial Planning))
2007 - 2007
Chad Brookes's Skills
- Investments
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Advisory
- Wealth
- Financial Services
- Estate Planning
- Superannuation
- Income Protection
Chad Brookes's Summary
Chad Brookes, based in Maroubra, NSW, AU, is currently a Director | Head of Wealth | Principal Financial adviser at Aureus Financial, bringing experience from previous roles at Zenith Global Wealth Management, Macquarie Group, Australian Unity and Westpac. Chad Brookes holds a 2016 - 2017 CFA Institute Level II Candidate. With a robust skill set that includes Investments, Retirement Planning, Financial Planning, Portfolio Management, Financial Advisory and more, Chad Brookes contributes valuable insights to the industry. Chad Brookes has 3 emails and 1 mobile phone number on RocketReach.
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