Anthony Walker
Financial Adviser
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About
Anthony Walker is an ASIC-registered financial adviser based in Heidelberg, Victoria, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from The University of Queensland (1994) and a Diploma of Financial Planning from FPA (2004), Anthony possesses a strong educational foundation. He has continually enhanced his expertise with specialized training in Self Managed Superannuation Funds (Kaplan, 2010), Margin Lending and Geared Investments (Kaplan, 2012), and the Accredited Listed Product Adviser Program (Kaplan, 2018). Anthony is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also advises on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Anthony is committed to providing tailored financial solutions to meet each client's unique circumstances and needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Anthony Walker provide?
Anthony Walker specialises in providing advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He will work with you to create a personalised financial plan.
What qualifications does Anthony Walker have?
Anthony holds a Bachelor of Economics from The University of Queensland and a Diploma of Financial Planning from FPA. He has also completed specialized training in Self Managed Superannuation Funds, Margin Lending and Geared Investments, and the Accredited Listed Product Adviser Program.
What is the process for becoming a client of Anthony Walker?
The first step is to schedule an initial consultation. During this meeting, Anthony will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. Subsequent meetings will focus on developing and implementing your personalized financial plan.
How can wealth management advice from Anthony Walker help me?
Wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your financial goals. Anthony will develop a tailored strategy based on your individual needs and risk tolerance.
What should I expect during a consultation with Anthony Walker?
During a consultation with Anthony, you can expect a thorough and professional assessment of your financial situation. He will listen to your goals, answer your questions, and provide clear and practical advice.
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