Jane Walker

Walker Financial Services

Platinum
11 Yrs Experience
Brisbane, QLD 4000
Walker Fiancial Planning is a boutique financial planning practice located in the Brisbane CBD. Our virtual meeting option allows us to service clients Australia wide and after hours by appointment. Jane started as a Financial Adviser in 2011, a period of significant industry change with the FOFA reform. In keeping with the higher standards expected of advisers today, Jane holds a Masters of Financial Planning, a Graduate Diploma in Financial Planning and the SMSF specialist Cavendish accreditation. Clients can be certain they are dealing with an industry professional who is educated and experienced in an advice space for today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Master of Financial Planning
    • Master of Financial Planning
  • Language spoken
    • English

Walker Financial Services

Level 2, 190 Edward Street
Brisbane, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Force Pty Ltd

AFSL 238337

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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."

  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane Walker was referred to me through a long time friend, she assisted me in finding superannuation and also protection solutions which best suited my needs and explained each step of the process clearly with easy to understand language rather than the usual 'bank jargon,' after very thorough investigation Jane identified that I was paying a substantial amount of fees on my superannuation and actually had no cover for part of my protection which i did not know. I am thanking my lucky stars I spoke to Jane when I did and not found this out later!."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane is professional and knows her products. I have recommended Jane to two friends. I respect Jane for her passion, knowledge and advice. I look forward to the future having Jane as my adviser. Vicki 4557"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Mentor Education
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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