Rick Walker
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000193
- Location
- Sydney NSW 2000
- Licensee
- Lorica Partners Pty Limited (AFSL 237314)
- Authorised since
- 15 October 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Economics, Macquarie University (1998); Graduate Diploma in Applied Finance & Investment, FINSIA (2001); Certified Practising Accountant (CPA), CPA Australia (2003); Diploma in Financial Planning, CPA Australia (2007); Certified Financial Planner (CFP), FPA Australia (2010)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Register status
- Current
About Rick Walker
Rick Walker is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001000193).
Advice is given under the Australian financial services licence of Lorica Partners Pty Limited, licence number 237314. The current authorisation started on 15 October 2007.
The register records 2007 as the year Rick first provided financial advice. The qualifications listed for Rick include Bachelor of Economics (Macquarie University, 1998), Graduate Diploma in Applied Finance & Investment (FINSIA, 2001) and Certified Practising Accountant (CPA) (CPA Australia, 2003). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total.
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Questions people ask
Is Rick Walker a registered financial adviser?
Yes. Rick Walker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000193.
Which licensee does Rick Walker work under?
Lorica Partners Pty Limited, Australian financial services licence 237314.
What can Rick Walker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.