Fred Walker Email & Phone Number

Level 1, 70A Burwood Road, Burwood Nsw 2134

Based in Burwood, NSW, Walker Strategies provides a complete and expert financial planning and advice service for individuals and businesses.For individuals: We provide peace of mind for you and your family for the now – by tailoring an insurance and income replacement solution to suit your circumstances – and for the future – by working with you to plan and achieve your financial goals.Our Insurance and Income Replacement services include:• Life insurance• TPD… Show more Based in Burwood, NSW, Walker Strategies provides a complete and expert financial planning and advice service for individuals and businesses.For individuals: We provide peace of mind for you and your family for the now – by tailoring an insurance and income replacement solution to suit your circumstances – and for the future – by working with you to plan and achieve your financial goals.Our Insurance and Income Replacement services include:• Life insurance• TPD insurance• Trauma cover• Income Protection cover• Business insurance for sold tradersOur Financial Planning services include:• Investments and strategic asset allocation• Debt management• Mortgage broking• Salary packaging• Estate planning • And more!Walker Strategies also specialises in self-managed superannuation, because we believe you should be in control of your own money. We make it easy for you to understand how self-managed super works, your rights and obligations, and help you can make the right decisions about your super so your money – and your future – stays in your hands. Our Self-Managed Super Funds services include:• SMSF consulting• SMSF auditingFor businesses: What would you do if something happened to you or your business partner? How would your business survive? Who would receive control of your share of the company? Walker Strategies can help you set up your business with all of these questions answered. Our Small Business services include:• Key person insurance• Buy/sell agreements • Business expense insurance• Corporate superannuation FL Walker Financial Services Pty Ltd trading as Walker Strategies is an Authorised Representative of AMP Financial Planning Pty Limited. AFS Licence No. 232706 Show less

Sydney

The primary purpose of this position was to ensure RailCorp had sufficient and relevant information on which ongoing and future investment through program and project initiatives could be made.

Sydney

My role was to collect information across all Groups on Capital and discretionary programs/project expenditure. This involved the high end integration of the Corporate Planning and Budgeting process in conjunction with Corporate Finance, as part of the rolling five year capital and discretionary programs/project expenditure program. This included balancing resources and organisational priorities to achieve an efficient utilisation of funds whilst maximising the investment value when providing… Show more My role was to collect information across all Groups on Capital and discretionary programs/project expenditure. This involved the high end integration of the Corporate Planning and Budgeting process in conjunction with Corporate Finance, as part of the rolling five year capital and discretionary programs/project expenditure program. This included balancing resources and organisational priorities to achieve an efficient utilisation of funds whilst maximising the investment value when providing independent review, analysis and advice to the Resource Allocation Committee. Show less

Sydney

Major ResponsibilitiesExternal stakeholder roles - NSW Treasury and Ministry of Transport• Prepare financial information for the SOCI (Statement of Corporate Intent)• Prepare the 10-Year forward estimates, including Financial Performance and Statement of Financial Position• Prepare financial information and commentary into NSW Budget Papers• Respond to quarterly returns and other ad-hoc requests• Implement the latest modelling techniques to prepare long term financial… Show more Major ResponsibilitiesExternal stakeholder roles - NSW Treasury and Ministry of Transport• Prepare financial information for the SOCI (Statement of Corporate Intent)• Prepare the 10-Year forward estimates, including Financial Performance and Statement of Financial Position• Prepare financial information and commentary into NSW Budget Papers• Respond to quarterly returns and other ad-hoc requests• Implement the latest modelling techniques to prepare long term financial forecasts, for inclusion into the SCI• Attend regular meetings with both Treasury and MoTs to discuss the monthly, quarterly and long-term financial forecasts.10-Year Forward Estimates and Annual Budgeting process• Liase with senior management to ensure long term and yearly budgeting formats are adhered to• Liase with Strategy and Planning Division to ensure corporate goals and plans are included in both the High Level and detail level budgeting instructions • Select and implement latest budgeting software solutions• Issue instructions/ guidelines, timetables for successful completion of both the High Level and detail level budgets• Prepare consolidated reports for Financial Performance, Balance Sheet, Capital Expenditure and Cash Flow• Prepare Board submission for annual budget Capital Expenditure• Coordinated the development and justification for investment planning including preparation of the Capital budget, and the formulation and control of policies and procedures required for the short and long term investment plans• Preparation of the 10-year forward estimates Show less

Sydney

I have held short term contracting roles, providing expert finance process advice for the following organisations:State Wide RoadsLounge Suite WarehouseParker FurniturePolo Ralph Lauren New South Wales Cancer CouncilHarvey World TravelInstitute of Charted AccountantsFreedom Furniture

Master Of Business Administration (Mba), Accounting And Finance

Master Of Business, Accounting & Finance

Bachelor Of Business Administration (B.B.A.), Accounting & Finance

Graduate Diploma Of Financial Planning, Financial Planning And Services

Diploma of Financial Planning