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Ongoing Advisory Relationship for Peace of Mind
Lauren is a knowledgeable and highly regarded Financial Adviser with more than 15 years’ professional experience.
She is a Senior Financial Adviser at Canaccord Genuity and is also a member of ASIC’s Financial Services and Credit Panel (FSCP). Prior to joining Canaccord she held positions as the Head of Advice and Responsible Manager of a large financial services licensee and has sat on risk and compliance committees.
Lauren works with clients to navigate the complex financial landscape and provides personalised strategic advice. This allows clients to have comfort and peace of mind about their finances and allows them to feel confident about their future.
An ongoing advisory relationship enables for changing circumstances, investment markets and legislation to be planned for. This removes uncertainty and ensures advice is continuously aligned with a client’s goals and they are continually maximising advice opportunities.
Partnering with investment advisers also allows clients to benefit from a collaborative team-based approach and receive ongoing investment advice and expertise.
Lauren can assist clients and their families in building and protecting their wealth across the following areas:
- Superannuation including SMSF and GESB
- Retirement planning
- Intergenerational wealth transfers and Estate planning
- Employee Share Schemes
- Structuring, including use of Trusts and Companies
- Investing capital, including inheritances and business sale proceeds
- Wealth Protection including Life Insurance
- Cashflow planning
She is also a registered Tax Agent and able to provide Tax (financial) advice services.
Authorisations
Lauren Walker can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
Lauren is also a registered Tax Agent and able to provide Tax (financial) advice services.
Qualifications
- Master of Business Administration, The University of Western Australia, 2022
- Financial Adviser Exam, FASEA, 2019
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
- Certified Financial Planner, Financial Planning Association, 2017
- Masters of Financial Planning, Kaplan Higher Education, 2016