Brett Walker
Financial Adviser
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About
Brett Walker is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Brett holds a Bachelor of Commerce from Griffith University (1998) and earned his Certified Financial Planner designation from the FPA in 2005, demonstrating his commitment to upholding the highest professional standards. Brett is authorised to provide advice on a comprehensive range of financial products, ensuring he can address diverse client needs. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning, providing guidance every step of the way. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning With a client-centric approach, Brett focuses on building long-term relationships based on trust and delivering personalised solutions. He is passionate about empowering clients to make informed financial decisions. Ready to take control of your financial future? Contact Brett Walker today to schedule a consultation and discuss your specific needs and objectives.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brett Walker offer?
Brett Walker specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Brett Walker have?
Brett Walker holds a Bachelor of Commerce from Griffith University and is a Certified Financial Planner (CFP) with the FPA.
How can Brett Walker help me plan for retirement?
Brett Walker can help you develop a comprehensive retirement plan that takes into account your current financial situation, risk tolerance, and retirement goals. He will provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
What is the first step in working with Brett Walker?
The first step is to schedule an initial consultation. During this meeting, Brett will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives.
What should I expect during the financial planning process with Brett Walker?
You can expect a collaborative and transparent process. Brett will work closely with you to understand your needs, develop a tailored financial plan, and regularly review your plan to ensure it continues to meet your evolving circumstances. He is committed to providing clear and understandable advice every step of the way.
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