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

129 Kepler St
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323