Ryan Walker

Shire Financial Planning

Platinum
13 Yrs Experience
Sutherland, NSW 2232
Principal Adviser  -  Certified Financial Planner & Property Buyers Agent * Retirement Planning * Wealth Creation * Direct Share Portfolio Management * Property and Mortgage Broking * Buyers Agent * Protection Strategies (Personal and Business Protection) * Budgeting, Money Management, Coaching & Education * Life Goals and The Big Picture Here to help with all component of your finances and your lifestyle. Get in touch for a fresh look at your Big Picture.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

No charge for the initial consultation and research. Statement of Advice fees: Basic - $250 Average - $1,500 Complex - $3,900+ Ongoing Financial Advice Ad Hoc - $175 / hour Ongoing - $0 to $10,000+ Ongoing advice fees maybe reduced to $0 due to receipt of any insurance or mortgage commissions.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 39
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Shire Financial Planning

Level 3, 154 Flora Street
Sutherland, NSW 2232

Opening hours

  • 8:00am – 3:00pm Saturday
  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
39 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 39

Sort by

5.00

"Ryan took the time to explain all of his ideas and advice. He was responsive to my emails and questions and made sure that I understood through every step of the process. He took the time to understand my unique circumstances to ensure that any advice was tailored to my needs. I left our appointment feeling a lot more confident that I understood where I was at financially and how I could improve my situation moving forward."

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

"Ryan spoke in plain English to me to get my super sorted. He helped me understand what my fortnightly payments will look like in retirement to help me budget."

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

"Ryan showed a genuine interest in our financial situation to help us identify what our opportunities were and how to action them in a sensible way. Ryan is really open with his own financial experiences and strategies, and used this experience to inform his advice. Ryan was responsive to our feedback and needs regarding the advice we wanted, and the specific areas we wanted to focus on. Ryan is only too happy to provide ongoing tips and quick advice to questions arising from his advice, particularly on any more tricky aspects of actioning his advice. We are happy with Ryan's advice and can already see how it is helping us set ourselves up for long term financial security, bit by bit. We feel really confident that a long term relationship with Ryan will be a fruitful one."

  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan spent the time to show me using his giant whiteboard, how to use my income in the best way to make money. He helped me budget & use the rest to put in place a saving plan for me with ASX shares & US shares which is something I always wanted to do just didn't know how. Thank you Ryan!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The 'whiteboard' experience / meeting was really eye opening. I wish I had met Ryan & gone through his advice process earlier. Ryan helped us get into our first home, set up our super funds how we wanted them invested, advised us on managing our money & showed us how to periodically invest into shares. Highly recommend Ryan to anyone wanting to look at all aspects of their money."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I initially went to see Ryan to see how I could reduce my tax each year. Ryan advised me on my super, getting an investment property, income protection, my little share portfolio, growing my side hustle & spent the time teaching me everything I needed to know about getting set up for my future and finally of course lowering how much tax I pay!. I can't thank you enough or recommend you enough."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan was completely excellent. Helped me understand how I could retire now & what to do with my super."

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

"Ryan ensured that I had full detail when he was providing advice. He ensured I fully understood what he was explaining, Ryan's attention to detail was excellent, he quickly became a trusted adviser & I am pleased to use his financial services again. Ryan comprehensively responded to all of my questions in detail, his experience was evident in his explanations of the information. Ryan's services were excellent, I would happily recommend Ryan (already done this) to others seeking financial advice."

  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Friendly and professional service. Always willing to answer questions. Knowledgeable."

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

"Love working with you!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Ryan 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 Ryan'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 Ryan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ryan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ryan 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 Ryan 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 Ryan Walker
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

Contact details