Jane Walker

Walker Financial Planning

Silver

14 Yrs Experience

Brisbane, QLD 4000

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Jane Walker services clients in both Brisbane and regional Central QLD (Agnes Water, Bundaberg.) Our virtual meeting option allows us to service clients Australia wide and offer after hours options by appointment.

Jane started as a Financial Adviser in 2011holding a Master of Financial Planning, a Graduate Diploma in Financial Planning and the SMSF specialist Cavendish accreditation. Jane provided quality assurance on a number of key compliance projects as a result of the Banking Royal Commission. She held senior auditing positions for Deloitte, KPMG and ASIC. Clients can be certain they are dealing with an industry professional who is educated and experienced in an advice space for today.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Budgeting

Book a complimentary meeting to discuss your concerns and areas of advice you require, and we can then provide a quote. We are a fee for service practice.

5.00 February 2019

Jane is extremely knowledgeable and passionate about what she does. Her use of technology makes the process extremely easy to manage and access, submitting documents and receiving and signing was seamless. The work on our plan continued on with minimal disruption to our busy schedule. Jane's technical knowledge is of an extremely high standard and I have great confidence dealing with an adviser with such a high level qualification and who is using the latest tools available. Highly recommend.

5.00 February 2019

Jane is skilled at asking the right questions to gain a thorough understanding of my needs and requirements. Jane has a strong, confident manner which enables me to make good decisions for a more financially stable future. I would be extremely comfortable in recommending Jane's services to any friends, colleagues or family.

5.00 January 2019

Placing mum in a home was a very difficult thing to do as a family. Jane was recommended to us as a specialist in the area of Aged Care and without her guidance and advice I don't know how we would have managed. Jane's understanding and knowledge is of the highest standard, she was available to us at short notice and explained everything. The plan she put together saved us money on care fees and we are very happy with the end result. She was able to make a stressful time a little easier and would highly recommend her as an adviser.

5.00 January 2019

The use of a virtual meeting platform worked for us we could not have done it otherwise. We were able to meet face to face with Jane many times and as a result understood and felt very confident in what we were doing. Jane is very knowledgable in investment markets and would recommend her to anyone looking for a planner.

4.75 July 2018

Jane has been accomodating, encouraging, clear and thorough in her advice. She has gently but persistently followed me up to make sure my interests are protected, and she has given me confidence to address a long-neglected but important area of my life.