Our team

Our expert team are here to help. Meet our directors, team leaders, financial planners and employee benefit consultants.
Lucas Fettes Financial Planning Senior Employee Benefits Consultant, Beverley Lee
Beverley Lee
Senior Employee Benefits Consultant
Beverley worked within financial services for almost 20 years before joining Brooks Financial in 1998 as an Employee Benefits Consultant. Working with employers Beverley gains an in-depth understanding of the organisation and their internal employee benefits philosophy before helping with…

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

The value of investments, and the income from them, may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Tax treatment depends on individual circumstances and may be subject to change in the future. Past performance is not a reliable indicator of future results. The information on this page does not constitute advice or a recommendation and investment decisions should not be made on the basis of it.