Financial Adviser · CAMPERDOWN, VIC

Caitlin Grace Walker

CAMPERDOWN, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001241362

Currently at

Consultum Financial Advisers

Sydney, NSW (firm address)

View firm profile

About Caitlin Grace Walker

Caitlin Grace Walker is a financial adviser based in Camperdown, Victoria, with 10 years of experience in the financial services industry since 2016. Caitlin is currently authorised under Consultum Financial Advisers. Caitlin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Caitlin's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce (Financial Planning)

Deakin University

2015

RG146 Managed Investment Adviser

Mentor Education Group

2016

Derivatives Adviser (Personal Advice)

Mentor Education Group

2016

RG146 Margin Lending Adviser (Personal Advice)

Mentor Education Group

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Consultum Financial Advisers Pty Ltd

Jul 2026 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Consultum Financial Advisers Pty Ltd

Jun 2021 - Sep 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Apr 2016 - May 2021 Ceased

Source: ASIC Financial Advisers Register