Emma Brooke Email
Financial Planning Practice and Compliance Manager @ LBW Business + Wealth Advisors
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Emma Brooke Location
- Geelong, VIC, AU
Emma Brooke Work
- 2025 -now Financial Planning Practice and Compliance Manager @
- 2021 -2025 Financial Planning Adminstration Team Leader @
- 2019 -2021 Financial Advisor @
- 2018 -2019 Financial Advisor @ Bendigo Financial Planning
- 2008 -2018 Financial Advisor @
- 2006 -2008 Client Services Administrator and Client Services Manager @
Emma Brooke Education
- Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2015-2017 - Murray High School - Year 7 - 10 1989-1992
Emma Brooke Skills
- Estate Planning
- Wealth Accumulation
- Wealth Management
- Protection Planning/family Security
- Personal Financial Planning
- Superannuation
- Retirement Planning
- Investments
- Small Business
- Insurance
- Strategic Financial Planning
- Business Planning
- Finance
- Wealth
- Financial Advisory
- Financial Planners
- Financial Planning
- Protection Planning
- Financial Services
- Investment Advisory
- Financial Risk
- Customer Service
- Strategy
- Investment Strategies
- Income Protection
- Team Building
- Financial Reporting
- Analytical Skills
- Microsoft Excel
- Public Speaking
- Asset Allocation
- Project Management
- PowerPoint
- Financial Modeling
- Wealth Management Services
- Management
- Strategic Planning
- Employee Training
- Communication
- Life Insurance
- Pension Funds
- Risk Management
- Data Analysis
- Computer Literacy
Emma Brooke Summary
- Emma Brooke, based in Geelong, VIC, AU, is currently a Financial Planning Practice and Compliance Manager at LBW Business + Wealth Advisors. Emma Brooke brings experience from previous roles at LBW Business + Wealth Advisors, Bendigo Financial Planning and GTC Financial. Emma Brooke holds a 2015 - 2017 Advanced Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Estate Planning, Wealth Accumulation, Wealth Management, Protection Planning/family Security, Personal Financial Planning and more. Emma Brooke has 1 emails on RocketReach.
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Top LBW Business + Wealth Advisors Employees
Simon Flowers
Owner
Melbourne, VIC, AU
Leigh Harry
Principal
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Nick Klein
Partner
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Geelong, VIC, AU
Geoff Williams
Principal
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Melissa Wilde
Manager
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Matthew Grapsas
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Bozena Kozina
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Annette Kennedy
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Tom Brady
Senior Manager
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Francesco Lecchino
Senior Accountant
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Karan Desai
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Adi Sharma
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