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