Gavin Walkerden

Liquidity Pty Ltd

Gold
16 Yrs Experience
Sutherland, NSW 2232
I am a passionate Financial Adviser, who enjoys sharing my knowledgeand guiding my client’s through the ever changing economical and legislative landscape. I enjoy spending the time getting to know my client’s, which then enables me to get a comprehensive understanding of my client’s needs and aspirations. My strengths are my ability to simplify the complex, by listening intently and working closely to focus on my client’s goals.  In all my client interactions, I always strive to communicate in an easy to understand manner. I have solid experience, having worked in quality organisations in the banking and financial services industry.  I have been a Financial Adviser since 2006, and have acquired extensive technical knowledge and experience. My advice and strategies always focus on my client’s needs, with the aim to take advantage of opportunities, which will be of benefit. Opportunities such as – - Maximizing the superannuation environment to build wealth for retirement - Use surplus cashflow to save in a tax effective manner and accumulate wealth - Help manage cashflow and capital to achieve lifestyle goals - Invest to reduce risk and grow wealth in line with your needs, experience and comfort levels. - Advice to protect your hard-earned wealth in a tax effective way. - Efficient ways to reduce debt and increase wealth.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Liquidity Pty Ltd

Somerset Cottage, 122 Flora Street
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Friday
  • 9:00pm – 5:00pm Tuesday

Licensed by

Pdfp Pty Ltd

AFSL 293538

4.95
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Gavin has provided advice on retirement income and superannuation. He has considered our concerns with risk and longevity. He has explained the recommended strategy fully and clearly. I have trusted Gavin's advice for many years and will do so for many more,"

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have had the pleasure of Gavin’s knowledge and security in advising us as to what is the best options for our continuous retirement in the coming years. His advice has given us a stress free lifestyle and a lot of security that we would otherwise have been concerned about. He has continually been patient in all his explanations and answering the many questions we have put him regarding our investments and costs. We have absolutely no hesitation in recommending Gavin to other potential clients. Norman & Julie 2230"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has been an outstanding advisor for our family. We had a complex financial situation which he took time to understand and work through a range of options. He has an excellent knowledge of all aspects of financial advice and has enabled us to maximise our returns and benefits. He has helped us plan our needs now and into the future in a comprehensive way. He is an excellent communicator who explains options throughly in easy to understand language. We are very confident in the advice is right for our circumstances. We would highly recommend Gavin for you to help you achieve your financial goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the 5/6 years Gavin has been our financial adviser, we have found that with Gavin's knowledge and experience he has listened and has been able to understand our aims and where we wish to be with our super portfolio. Gavin has guide us to a well balanced super fund and one that we are very happy with. BUT THE MOST IMPORTANT THING ABOUT GAVIN IS THAT HE ALWAYS HAS YOU BEST INTEREST AT HEART AND HE MAKES YOU FEEL LIKE YOU ARE HIS MOST IMPORTANT CLIENT/FRIEND. WE HAVE ALWAYS THOUGHT OF GAVIN AS OUR FRIEND, NOT JUST OUR FINANCIAL ADVISER"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has been my adviser for quite a few years now. We have a very good working relationship as he is aware of my knowledge and interest in my superannuation and seeks to add to that knowledge. He is always interested in my opinion and the objectives of my wife and myself. He makes suggestions about how I should manage my superannuation and also his view of current and potential upcoming issues. We feel he is interested in us as people as well as clients. We have developed a very good working relationship based on mutual respect."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has given me advice on finance planning to maximise my superannuation . He always explains how my super is invested and clearly points out any possible areas of concern. He always listens to my immediate and long term needs and and offers logical plans tp meet my requirements. Whenever I contact Gavin he always responds promptly to my requests."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has provided advice to us on the best strategies to employ for our superannuation as self-funded retirees. He is very knowledgable and informative and has a very pleasant manner. His explanations are clear and simple and takes the time to ensure our understanding. He maintains a close relationship and communicates regularly. We are extremely happy with his service to date."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We enjoy working with Gavin - he is a very experienced advisor who always gives sound advice. Peter and Maureen"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Gavin's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Gavin able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Gavin's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Gavin to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Gavin?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Gavin provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Gavin may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Gavin Walkerden
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens