John Walker - Optimal Wealth Solutions
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John Walker - Optimal Wealth Solutions Email & Phone Number

Certified Financial Planner at Optimal Wealth Solutions
Location: Greater Sydney Area, Australia, Australia 6 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Certified Financial Planner
Location
Greater Sydney Area, Australia, Australia

Who is John Walker - Optimal Wealth Solutions? Overview

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John Walker - Optimal Wealth Solutions is listed as Certified Financial Planner at Optimal Wealth Solutions, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for John Walker - Optimal Wealth Solutions.

John Walker - Optimal Wealth Solutions previously worked as Director, Structured Capital Markets Origination, Asia Pacific at Bnp Paribas and Director, Structured Capital Markets, Australia & NZ at Bnp Paribas. John Walker - Optimal Wealth Solutions holds Master Of Commerce, Finance from University Of Nsw.

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Optimal Wealth Solutions

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About John Walker - Optimal Wealth Solutions

Want to feel more confident about your finances? Having the right financial planner can take the headache out of planning for the future and fulfilling your dreams of a good life. 🌻I started Optimal Wealth Solutions in 2014 to help people reach their financial goals and help them feel confident about their future. My work in senior management positions in leading international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, gave me excellent ‘big-firm’ financial experience. But I really wanted to have my own business. A business where I can help people one-on-one with life’s important financial decisions. The truth is, the financial advice industry has not always done the right thing. Not only has bad advice cost people dearly, but it's also caused people to distrust financial advice. I know how important it is to trust people – after all, you’ve worked hard for your money and you want to know it’s safe. 🔅🔅 For me, investing is not just work. It’s something I live and breathe. 🔅🔅I’ll help you create a bespoke financial plan that includes your long-term goals, your financial resources and those ever-changing life circumstances that happen to all of us. Let’s work together on creating the best financial plan that fits your life goals. 📋So, whether that’s setting up your own Self-Managed Super Fund (SMSF), finding the best superannuation funds that suit your goals or organising your will, I’m here to help. I look forward to discussing how I can help create a more stable financial future for you and your family. ☎All the bestJohn WalkerOptimal Wealth Solutions Pty Ltd ABN 47 168 981842 are Authorised Representatives of AvalonFS AFSL number 437518.

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Optimal Wealth Solutions
Optimal Wealth Solutions
Certified Financial Planner
AeroLeads page
6 roles

John Walker - Optimal Wealth Solutions work experience

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Certified Financial Planner

Current

Sydney, Australia

I am the Founder & Principal of Optimal Wealth Solutions. I am also a CFP® Professional and hold a Master of Commerce from the University of New South Wales.Before I established Optimal Wealth Solutions, I held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust.

Aug 2014 - Present

Director, Structured Capital Markets Origination, Asia Pacific

Hong Kong

Responsible for the internal and external marketing of SCM and its products in the Asia Pacific region. Products included complex structured finance and fixed income structures with legal, tax, accounting and regulatory considerations.

Oct 2010 - Dec 2011

Director, Structured Capital Markets, Australia & Nz

Sydney

Responsible for all facets of SCM in Australia and NZ including product development, marketing, structuring and the execution of structured finance transactions for BNPP and its clients.

Oct 2005 - Oct 2010

Director, Global Capital Structuring, Australia & Nz

Citibank Na

Sydney

I was responsible for all facets of Global Capital Restructuring in Australia and NZ,. My role included oversight of: ✔ product development✔ marketing✔ structuring and the execution of structured finance transactions for Citigroup and its clients

Jun 2000 - Jun 2005

Vice President, Structured Products & Advisory

Sydney

Oct 1999 - Jun 2000

Vice President, Structured Transactions Group

Bankers Trust Australia Limited
Oct 1992 - Oct 1999
4 education records

John Walker - Optimal Wealth Solutions education

Hsc

Marcellin College, Randwick

Certified Financial Planner, Financial Planning And Services

Fpa Of Australia
FAQ

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What company does John Walker - Optimal Wealth Solutions work for?

John Walker - Optimal Wealth Solutions works for Optimal Wealth Solutions.

What is John Walker - Optimal Wealth Solutions's role at Optimal Wealth Solutions?

John Walker - Optimal Wealth Solutions is listed as Certified Financial Planner at Optimal Wealth Solutions.

Where is John Walker - Optimal Wealth Solutions based?

John Walker - Optimal Wealth Solutions is based in Greater Sydney Area, Australia, Australia while working with Optimal Wealth Solutions.

What companies has John Walker - Optimal Wealth Solutions worked for?

John Walker - Optimal Wealth Solutions has worked for Optimal Wealth Solutions, Bnp Paribas, Citibank Na, Deutsche Bank, and Bankers Trust Australia Limited.

How can I contact John Walker - Optimal Wealth Solutions?

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What schools did John Walker - Optimal Wealth Solutions attend?

John Walker - Optimal Wealth Solutions holds Master Of Commerce, Finance from University Of Nsw.

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