Warren Chalker
Financial Adviser
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About
Warren Chalker is an ASIC-registered financial adviser dedicated to helping individuals and families in South Windsor, NSW, achieve their financial goals. With a career spanning over three decades, Warren brings a wealth of knowledge and experience to his clients. He holds a Bachelor of Commerce from UNSW (1985), qualified as a Chartered Accountant in 1987, and obtained a Diploma of Financial Planning in 2000. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and Chartered Accountants Australia and New Zealand (CA ANZ), Warren adheres to the highest ethical and professional standards. He is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. Warren can also assist you with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Warren's key services include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment advice • Risk management Whether you are planning for retirement, seeking to protect your family's future, or simply looking to grow your wealth, Warren can provide tailored advice to meet your specific needs. Contact Warren today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Warren Chalker offer?
Warren Chalker provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you with all aspects of your financial planning needs.
What are Warren Chalker's qualifications and professional memberships?
Warren holds a Bachelor of Commerce from UNSW, is a Chartered Accountant, and has a Diploma in Financial Planning. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP) and Chartered Accountants Australia and New Zealand (CA ANZ).
How does Warren Chalker approach financial planning?
Warren takes a client-focused approach, taking the time to understand your individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives.
What should I expect during my initial consultation with Warren Chalker?
During your initial consultation, Warren will discuss your current financial situation, your goals, and your concerns. He will also explain his services and how he can help you achieve your financial objectives. This is a great opportunity to ask any questions you may have.
Why should I choose Warren Chalker as my financial adviser?
Warren brings over 30 years of experience, comprehensive qualifications, and a commitment to ethical and professional standards to his clients. He is dedicated to providing tailored advice and building long-term relationships with his clients.
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