Chris Walker
RetireInvest Circular Quay
Silver
9 Yrs Experience
Sydney, NSW 2000
I advise clients on matters such as wealth management, retirement planning, aged care, Centrelink (e.g. Age Pension), family trusts and SMSF's, including inter-generational wealth advice.
Expertise
My fees
In our initial phone call we'll get to know each other and understand if personally we may be a good fit and professionally if you have issues and opportunities that we can help with. If there's value in moving forward to an initial meeting and strategy session we'll book in a time - we offer appointments in our Circular Quay office, at home or virtually. Our initial meeting and strategy session has a fee of $330 and typically goes for 60-90 minutes.
At a glance
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Adviser status
Silver
- First year providing advice 2017
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
RetireInvest Circular Quay
Level 6, 2 Bulletin PlSydney, NSW 2000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
RI Advice Group
AFSL 238429
