Rick Walker – Financial Adviser
Adviser identifying number: 1000193
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: STEWART PARTNERS PTY LIMITED
Licence number: 237314
Licensee’s ABN: 26082828948
Licence controlled by: APW PARTNERS PTY LTD
The date the Financial Adviser commenced the appointment: 15/10/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEWART PARTNERS PTY LIMITED
Authorised Representative identifying number: 237314
Authorised Representative’s ABN: 26082828948
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Economics – Macquarie University
- Certified Financial Planner (CFP) – FPA Australia
- Certified Practising Accountant (CPA) – CPA Australia
- Diploma in Financial Planning – CPA Australia
- Graduate Diploma in Applied Finance & Investment – FINSIA
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Rick Walker is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility