SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

Karmel
Walker

Executive Advisor
Maroochydore
Queensland
IN THEIR OWN WORDS

I am an Executive Advisor with over 25 years’ experience in placing the best interests of my clients first. Equipped with a Bachelor of Economics, an Advanced Diploma of Financial Planning and Self-Managed Super Funds Specialist accreditation (SMSFs), I have the understanding and expertise to provide financial advice that is tailored to your personal situation. My focus is on listening to you and setting out the path for you to achieve your goals in a clear and concise way.

My expertise lies in financial goal setting, wealth creation and protection, investment structures, asset allocation, retirement planning and superannuation.

As a member of the Financial Adviser Association Australia and the SMSF Association, I stay connected with industry best practices and continuously update my knowledge to provide my clients with the highest level of service.

Qualifications and Memberships

  • Bachelor of Economics
  • Advanced Diploma of Financial Planning
  • SMSF Specialist Advisor
  • Member of the Financial Advice Association Australia
SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

Latest
Insights

Financial Markets Update: August

Financial markets experienced a highly volatile month, characterized by significant fluctuations in both equities and bond markets. READ MORE...

Navigating Aged Care Changes

Financial Adviser Shane Fisher breaks down some of the key proposals put forward by the Aged Care Taskforce. READ MORE...

Passion and Purpose from Our FSPower50 Shortlisted Advisers

We’re excited to announce that three of our advisers Amanda Ragkousis, Clint McNally, and Kathy Havers, have been READ MORE...

Speak to our experienced team today…