Brooke Tallon-Henniker
Financial Adviser
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About
Brooke Tallon-Henniker is an ASIC-registered financial adviser dedicated to helping individuals and families in Dapto, NSW, achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from AMP Limited (2004) and a Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology (2005), Brooke has a strong foundation in financial principles. She further enhanced her expertise with studies in Self Managed Superannuation Funds through Kaplan Higher Education Pty Limited in 2010. Brooke is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise extends to retirement planning, ensuring clients can look forward to a comfortable and secure future. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Brooke is committed to providing personalised financial advice tailored to each client's unique circumstances and aspirations. Whether you're planning for retirement, seeking to grow your wealth, or need to protect your family's future, Brooke can help. Contact Brooke today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What financial planning services does Brooke Tallon-Henniker offer?
Brooke Tallon-Henniker specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. She provides comprehensive advice tailored to your individual needs.
What qualifications does Brooke Tallon-Henniker have?
Brooke holds a Diploma of Financial Services (Financial Planning) from AMP Limited, a Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology, and has completed studies in Self Managed Superannuation Funds with Kaplan Higher Education Pty Limited.
What can I expect during my first consultation with Brooke?
During your initial consultation, Brooke will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalised financial plan tailored to your specific needs.
How can Brooke help me with my superannuation?
Brooke can provide advice on selecting the right superannuation fund, consolidating your superannuation accounts, and developing a strategy to maximise your retirement savings.
Why is it important to have a financial plan?
A financial plan provides a roadmap for achieving your financial goals. It helps you stay on track, make informed decisions, and navigate life's financial challenges with confidence.
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