BBus (Accy / Banking&Finance), GradDipAppFin

Brook joined Lonsec in January 2018 as a Senior Investment Consultant. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Brook has more than 20 years investment experience and was recently a National Manager at Colonial First State (CFS), where he was responsible for part of CFS’ retail distribution strategy. Previously, he spent eight years at Morningstar both in Australian and the UK in a variety of consulting roles.