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
- Financial Planning Practice and Compliance Manager @ (January 2025 - Present)
- Financial Planning Adminstration Team Leader @ (December 2021 - January 2025)
- Financial Advisor @ (July 2019 - December 2021)
- Financial Advisor @ Bendigo Financial Planning (September 2018 - July 2019)
- Financial Advisor @ (September 2008 - September 2018)
- Client Services Administrator and Client Services Manager @ (February 2006 - September 2008)
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
- Analytical Skills
- Asset Allocation
- Attention to Detail
- Business Planning
- Communication
- Computer Literacy
- Customer Service
- Data Analysis
- Employee Training
- Estate Planning
- Finance
- Financial Advisory
- Financial Modeling
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- Income Protection
- Insurance
- Interpersonal Communication
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Management
- Microsoft Excel
- Pension Funds
- Personal Financial Planning
- Protection Planning
- Protection Planning/family Security
- Public Speaking
- Relationship Development
- Retirement Planning
- Risk Management
- Small Business
- Solid Professional Standards
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Superannuation
- Team Building
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Financial Reporting
- Project Management
- PowerPoint
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 Analytical Skills, Asset Allocation, Attention to Detail, Business Planning, Communication and more. Emma Brooke has 1 emails on RocketReach.
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Top LBW Business + Wealth Advisors Employees
Leigh Harry
Principal
Melbourne, VIC, AU
Nick Klein
Partner
Melbourne, VIC, AU
Emma Brooke
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Geelong, VIC, AU
Geoff Williams
Principal
Melbourne, VIC, AU
Melissa Wilde
Manager
South Geelong, VIC, AU
Cathryn Walley
Associate Principal
Melbourne, VIC, AU
Luke Edmonds
Senior Accountant
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Bozena Kozina
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