Stephen Walker
Financial Adviser
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About
Stephen Walker is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a strong academic foundation including a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from Securities Institute Education, and a Master of Accountancy from Charles Sturt University, Stephen brings a wealth of knowledge and experience to his practice. As a member of CPA Australia, the SMSF Association, and The Tax Institute, Stephen adheres to the highest professional standards, ensuring clients receive accurate, ethical, and reliable advice. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Stephen's expertise allows him to offer guidance on a wide array of financial matters: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Stephen Walker today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Stephen Walker provide?
Stephen Walker provides a range of financial services including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He is authorised to advise on various financial products, ensuring comprehensive financial guidance.
What are Stephen Walker's qualifications?
Stephen Walker holds a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from Securities Institute Education, and a Master of Accountancy from Charles Sturt University. He is also a member of CPA Australia, the SMSF Association, and The Tax Institute.
How does Stephen Walker approach financial planning?
Stephen Walker focuses on providing tailored advice based on each client's unique circumstances and financial goals. He takes a holistic approach, considering all aspects of your financial life to develop a comprehensive plan.
What can I expect during a consultation with Stephen Walker?
During a consultation with Stephen Walker, you can expect a thorough discussion of your financial situation, goals, and concerns. He will then develop a personalised financial plan to help you achieve your objectives.
How can Stephen Walker help with my superannuation?
Stephen Walker can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning to help you maximise your retirement savings.
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