Brooke Riewoldt
Financial Adviser
B.Bus (Mgt), B.Com (FinP), SMSF Specialist Adviser (SSA®)
- Qualifications
Bachelor of Commerce (Financial Planning)
Bachelor of Business (Management)
Ethics & Professionalism in Financial Advice
FASEA Financial Adviser Exam
SMSF Specialist Adviser (SSA)
FAAA Member
- About Brooke Riewoldt
There is no better start to a day than opening an email from clients sharing their happy moments and holiday snaps with us. That genuine and meaningful relationship is what I love most about my job.
I joined RFS in 2017 after completing a double degree – a Bachelor of Commerce majoring in Financial Planning and a Bachelor of Business majoring in Management, through Griffith University. During my final year, I was awarded the Neilson Foundation Financial Planning Scholarship in recognition of my academic achievements. I’ve dived back into the books again, currently working towards my Master of Financial Planning.
I have extensive experience looking after pre- and post-retirement clients and particularly enjoy helping families with the complexities of growing and transitioning intergenerational wealth. It’s incredibly rewarding to see them establish a family legacy.
Outside work, AFL plays a central role in my family, and you’ll often find us having passionate ‘discussions’ whenever we get together.
- Awards and Accolades
The Neilson Foundation in association with Platinum Asset Management Scholarship for academic achievements in Financial Planning studies at Griffith University.
The Griffith Award for Academic Excellence in Master of Financial Planning (top 5% of students across the university for 2024)
Hobbies and Interests
Keeping fit by running or hitting the gym.
Devouring a novel or five.
Tasting and toasting my way around the globe.
Walking my Kelpie down at Palm Beach (it was here I realised apparently Buddy is a very popular dog name...)
Brooke in the Hot Seat
Richard Branson. He has such an adventurous spirit and truly embodies an ‘everything is possible’ mentality. Dinner on virgin Galactic??
“The journey of a thousand miles begins with one step.” – Lao Tzu
Mr. Brightside – The Killers (guaranteed to be nowhere near as good as my cousin Jack’s 2017 AFL Grand Final: rendition).
The world is too big to pick just one, but if I must… Zermatt.
Technically not a city, rather a gorgeous mountain village at the foot of the Matterhorn, Switzerland. Skiing in the winter, hiking in the summer, and enjoying cozy chalet stays with plenty of Swiss chocolate and fondue would be truly magical.
Visiting Petra (one of the new 7 Wonders of the World) and Wadi Rum in Jordan. We camped in the desert for a few nights with a spectacular view of the galaxy. This is where they filmed the recent Dune film franchise, and it really did feel space-like.
What Clients Are Saying About Brooke Riewoldt
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