Financial Adviser
· SYDNEY, NSW
Rick Walker
No disciplinary history on record with ASIC
SYDNEY,
NSW
19
Years experience
ASIC Registered · ADV 001000193
Rick Walker is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry since 2007. Rick is currently authorised under Lorica Partners. Rick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Rick's qualifications include a Certified Financial Planner (CFP) from FPA Australia. Rick is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1998
Bachelor of Economics
Macquarie University
2001
Graduate Diploma in Applied Finance & Investment
FINSIA
2003
Certified Practising Accountant (CPA)
CPA Australia
2007
Diploma in Financial Planning
CPA Australia
2010
Certified Financial Planner (CFP)
FPA Australia