Summary

Hi, my name is Greg Walker and I’m a Financial Planner that will work for you without influence from institutions. This means the advice I provide has not hidden agendas and is truly what is best for my client. My business is small and personal yet I have been providing my clients with advice they can trust for over 29 years. I enjoy working from a home office. My focus is on quality financial and investment advice that really makes a difference in the life of my client. I have gained a deep understanding of what ‘lifestyle planning’ means for my clients and I've learnt a ‘keep it simple’ approach to what can be quite complex and stressful issues for clients. My years in this industry have taught me that each client is different, has different needs and different ways of communicating their needs. I like to think I’m a local, I was born in Murwillumbah and grew up at Kingscliff. My parents were local cane farmers and business people and I have lived in the Tweed/Southern Gold Coast for most of my life. I’m a Justice of the Peace in New South Wales and offer this service to my community. I started out in this industry on the 20th October 1987, the day after the stock market crash so I learnt early the risks of volatile markets. I completed my tertiary studies in 1997 and undertook additional study to become a Certified Financial Planner (CFP) in 1998. Certified Financial Planner is the highest designation of membership with the FPA* (Financial Planning Association of Australia) and means having the required tertiary qualifications, industry experience and continuing education to hold this designation. Throughout my career I have always upheld the FPA code of ethics and professional conduct. In recent years Self Managed Superannuation Funds have become more and more popular. I recognized that this is a specialist field and in 2010 after further study, I qualified as an SMSF Specialist Advisor with the SMSF Professionals Association of Australia. I continue to attend the SMSF Association technical conferences plus continuing education and development to keep abreast of constant change in this industry and know about new opportunities. While I offer my services and advice to anyone I have found my niche to be pre and post-retirees and I have a comprehensive understanding of Superannuation, Allocated Pension, Estate and Centrelink issues. I have witnessed phenomenal changes in the Financial and Investment industry and seen a lot of people lose money through poor investments, scams and fraud. I am proud to say that my clients have always held quality investments and even through the Global Financial Crisis clients did not have permanent losses and continue to enjoy a safe and comfortable retirement. I established this business to offer client’s quality advice, excellent service and a highly personal relationship with their adviser. I am proud to put my name on the advice I provide and will be a caring and professional member of the community. There is no cost for our initial meeting and I will come to your home, review you current position and answer any questions.