Brooks, formerly Investment Specialist and Head of Global Institutional Business at Platinum, will report to Atrium Chief Investment Officer, Tony Edwards.

Prior to Platinum, Brooks held similar roles at IFM Investors, Northward Capital, and MLC Investment Management. In his role, Brooks will work closely with financial advisers to build understanding of Atrium’s investment philosophy and value proposition.

He will also manage relationships with key research houses and the group’s external asset consultant, Russell Investments. According to Edwards, Brooks brings complementary skills and experience to the group and his appointment strengthens Atrium’s capabilities.

“Charlie will have a relentless focus on supporting our advisers, ensuring they have the necessary tools and resources to deliver exceptional client outcomes,” he said.

“This includes comprehensive training, education, portfolio modelling, and reporting. Charlie will work closely with our financial advisers, championing their efforts and enhancing their ability to serve their clients effectively.”

“As a firm, our purpose is to enrich the lives of our clients with the greatest probability of achieving their objectives underpinned by our risk-targeted investment philosophy.”

Brooks said the opportunity to support advisers to see their clients achieve their goals most excited him about the role.

“I bring decades of investment management experience to this role, most of it spent working with pension funds, institutional asset consultants and endowments, but I’m extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high net worth and ultra-high net worth clients,” he said.

Brooks’ appointment follows the recent appointment of Andrew Chapple as Atrium’s Head of Product in April. F

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This follows the group’s investment management capability, Atrium Investment Management, entering a recent partnership with Russell Investments for research and asset consulting services.

Under the partnership, Atrium will access Russell’s global research platform across traditional asset classes and private markets. It will leverage Russell’s scale to deliver better fee outcomes for clients.

Andrew Fairweather, Chief Executive Officer of Fitzpatricks Group, said Chapple’s broad and extensive experience, spanning superannuation, investments and retirement income, strengthened the group’s ability to deliver high quality investment solutions for various target markets.

“Andrew will be responsible for setting the group’s product strategy and roadmap to ensure that our products and services continue to meet the needs of advisers and clients for both accumulation and decumulation,” he said.

“Andrew has a stellar track record of large-scale product management and has successfully led cross-functional teams to deliver a wide range of digital, product, investment, regulatory, simplification and change programs.”

Chapple joins Fitzpatricks Group after a period consulting to a number of financial services companies. Prior to that, he spent 21 years at Colonial First State where he held a number of senior roles including Director, Platforms; Head of Product Management; and Product Manager.

He will report to Cheryl Talbot, Chief Financial Officer, Fitzpatricks Group.

Chapple said Fitzpatricks’ reputation as one of Australia’s leading national advice firms and long track-record of helping people build, manage and protect generational wealth attracted him to the role.

“I have deep and broad industry experience, and I am genuinely passionate about creating value and improving outcomes for clients and their families,” he said.

“I’m excited about contributing to the ongoing growth and success of Fitzpatricks, which has been enriching lives for generations.”

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