Caitlin Walker

Ambleside Wealth Advisers

Gold
6 Yrs Experience
Warrnambool, VIC 3280
My view of the world is that there is a wealth of opportunities out there and we should be able to look back on what we have done with no regrets and feel accomplished. Being part of the Ambleside family, I help provide direction and understanding so you can get out there and do the things that inspire you. I love to travel so know firsthand that if you plan properly and work on improving your financial position, you can have the freedom to live your life the way you choose.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Ambleside Wealth Advisers

192 Koroit Street
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

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

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5.00

"Caitlin was a great help to my husband and I. She was able to clearly explain our best options and point us in the right direction."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Caitlin helped setting up life insurance, income protection and helped to merge multiple superannuation funds. The process was stress free and Caitlin made me feel very organised. Her advice was always easy to understand and she continues to help out with any questions I might have in relation to insurance, income procreation and superannuation."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Caitlin has been fantastic in helping us organise our insurances. She has always been clear, concise and easily approachable if we ever had any questions. Thanks Caitlin"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Caitlin has given me great advice regarding my future plans and managing my super funds. And also helping me with insurance! She has excellent advice."

  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

ASIC RG146 (Managed Investment Adviser)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2014

Derivatives Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

ASIC RG146 (Margin Lending) (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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