Caitlin Walker

Ambleside Wealth Advisers

Gold

6 Yrs Experience

Warrnambool, VIC 3280

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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.

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

5.00 August 2019

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.

5.00 May 2019

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.

5.00 May 2019

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

5.00 May 2019

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.

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

9:00am – 5:00pm Monday – Friday

Consultum Financial Advisers Pty Ltd

AFSL 230323

Caitlin Walker

Ambleside Wealth Advisers

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Ambleside Wealth Advisers

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Consultum Financial Advisers Pty Ltd