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Jane Walker

 Jane Walker

Share profile:
Level 2, 190 Edward Street Canegrowers Building
Brisbane
QLD
4000
AU

Overview CONTACT THE ADVISER

Jane Walker Jane Walker

total Reviews

2

Experience

7yrs

Status

Bronze

Overall Adviser Rating

65

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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. 

Company:

Walker Financial Planning
Walker Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Financial Force Pty Ltd
Financial Force Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care

Latest Customer Reviews (2 of 2 total)See all

"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!."

Carlo, Under 35 13 Jul 2018

"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"

Vicki, 46-55 13 Jul 2018

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • No award found
Years of experience
  • 7 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Canegrowers Building
Level 2, 190 Edward Street, Brisbane
QLD 4000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 2 Total Reviews
Carlo, Under 3513 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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!."

Vicki, 46-5513 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

FINANCIAL FORCE PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
2
Customers

#1
Insurance Protection
STRENGTH
2
Customers

#1
Preparing For Retirement
STRENGTH
2
Customers

#2
Managing Debt
STRENGTH
1
Customers

#2
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

65%

Jane Walker

Company: Walker Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Jane Walker is a member of and in what capacity, the licensee or company of Jane Walker and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Jane Walker (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%