About us

Jane Walker services clients in both Brisbane and regional Central QLD (Agnes Water, Bundaberg.) Our virtual meeting option allows us to service clients Australia wide and offer after hours options by appointment.

Jane started as a Financial Adviser in 2011 holding a Master of Financial Planning, a Graduate Diploma in Financial Planning and the SMSF specialist Cavendish accreditation. Jane also provides advice is specialsist areas such as Aged Care planning, Self Managed Super Funds and direct equities.

Jane provided quality assurance on a number of key compliance projects as a result of the Banking Royal Commission. She held senior auditing positions for Deloitte, KPMG and ASIC (Australian Securities & Investment Commission). Working on the Best Interest Duty review and the LIF review (Life Insurance Framework review) which reported to Treasury on changes that could be made to continue to uphold high quality advice for the Australian Consumer. Clients can be certain they are dealing with an industry professional who is educated and experienced in an advice space for today.

Founded in 2017, Walker Financial Planning is a modern financial advice firm servicing clients from Central Regional QLD through to Brisbane for in person meetings. We also service clients Australia wide using our on line client portal and teams meetings options.