Financial Adviser
· PERTH, WA
Lauren Ashleigh Walker
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245413
Lauren Ashleigh Walker is a financial adviser based in Perth, Western Australia, with 10 years of experience in the financial services industry. Lauren is currently authorised under Canaccord Genuity Financial Limited. Lauren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Lauren is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2016
Graduate Diploma of Financial Planning
Kaplan
2016
Masters of Financial Planning
Kaplan Higher Education
2017
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2019
Financial Adviser Exam
FASEA
2022
Master of Business Administration
The University of Western Australia
Registration History
ENTRUST WEALTH MANAGEMENT PTY LTD
EUROZ HARTLEYS SECURITIES PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register