RSM Australia

Our People

Lindsay Walker
Financial Adviser - Canberra

Biography

Lindsay is a Certified Financial Planner® with over 30 years' experience in the financial services industry. He has been with RSM Financial Services Australia since 2002.

Lindsay prides himself on offering quality advice and assisting clients to make informed decisions about their risk management, wealth creation and retirement needs.

He provides personalised advice to a wide range of clients and his broad technical knowledge enables him to deliver tailored solutions for individuals and business.

Lindsay provides financial planning services to our clients in Canberra, Goulburn and surrounding regions.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

Solutions Lindsay provides

Lindsay provides professional and tailored advice in a range of areas including:

  • wealth accumulation
  • superannuation planning
  • self-managed super funds
  • defined benefit funds
  • retirement planning and aged care
  • risk management and estate planning
  • investment advice and on-going portfolio management

Professional associations

  • Financial Planning Association of Australia

Qualifications

  • Bachelor of Economics with Honours
  • Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER®
Publications

Pre-retirement planning checklist and superannuation

10 September 2020
Many people only start planning for retirement when they enter their 50s and other family commitments have begun to decrease. Our experienced financial planners frequently assist clients in their ‘pre-retirement’ phase, and it often requires much more than answering simple questions such as: "How much super do I need to retire? or&nb...

Webinar: Redundancy - What you need to know | 2 September 2020

2 September 2020
Are you, a family member or a friend being made redundant, or worried you might be? In our 'Redundancy - What you need to know' webinar, we highlighted what a redundancy might mean for you, what to look out for and potential pathways to navigate through uncertain times. Financial Advisers Chris Oates and Lindsay Walker talk abo...

Rethinking the value of Transition to Retirement (TTR) pensions

17 November 2017
A Transition to Retirement (TTR) Pension still offers a number of benefits to you as an investor preparing for retirement. Despite the changes to the tax free earning status of a TTR, you shouldn’t be too hasty in discounting this option as it can form a central part of a bigger retirement accumulation strategy. Some of the key benefit...