Jane Walters Email & Phone Number

As your trusted financial adviser, I help you strategically make values-driven money decisions that keep your needs, goals, dreams, and desires at the centre of every solution. My 20 years of experience in wealth management across Australia and the UK has built my expertise in the practical elements of building wealth. Paired with my past experience as a financial mindset coach and deep interest in the psychology of money, I bring an integrated, holistic approach to helping you make the right financial decisions (for you!).I hold a Bachelor of International Finance and a Graduate Diploma in Financial Planning and am studying towards a Master of Financial Planning.Outside of work, I live with my young family on Sydney’s Northern Beaches and spend my spare time hiking, learning to surf, learning Spanish and spending time with friends. I love nothing more than a great conversation about environmental sustainability, self-development, and making the world a better place. So yes, I may also be a little bit of an idealist 😉

Listed skills include Strategic Financial Planning, Superannuation, Investments, Asset Management, and 6 others.