MenuRick Walker CFP®
About Me
Senior Adviser at independent advice firm. I primarily help give top performing professionals the gift of time by acting as their personal CFO to manage their financial life and ensure their hard work is building towards financial independence.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 18 Years -
Licensed By Lorica Partners Pty Limited
