Paula Walker
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Paula Walker Email & Phone Number

Client Services at Halpin Wealth
Location: Happy Valley, South Australia, Australia 10 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Client Services
Location
Happy Valley, South Australia, Australia
Company size

Who is Paula Walker? Overview

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Quick answer

Paula Walker is listed as Client Services at Halpin Wealth, a company with 23 employees, based in Happy Valley, South Australia, Australia. AeroLeads shows a matched LinkedIn profile for Paula Walker.

Paula Walker previously worked as Director & Advisory Partner at Consolidated Wealth and Advisory Partner at Citadel Investment Services. Paula Walker holds Post Graduate Diploma In Financial Planning, Financial Planning And Services from University Of The Free State.

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Email format at Halpin Wealth

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Halpin Wealth

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Profile bio

About Paula Walker

I am a passionate and professional financial planner with a deep commitment to my clients. I qualified as a chartered accountant in 1996 and worked in that field both locally and abroad until 2006. After remaining at home with my young children for a number of years, I embarked on a new career path. I started as a articled planner at Consolidated Financial Planning in 2014 and obtained my post graduate diploma in financial planning. I am now a director and advisory partner ar Consolidated Wealth. I believe that enormous value is added to people’s lives when they actively engage in their financial planning journey. I count it a privilege to assist clients in formulating their financial goals and developing strategies to help achieve those goals.

Current workplace

Paula Walker's current company

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Halpin Wealth
Halpin Wealth
Client Services
Employees
23
AeroLeads page
10 roles

Paula Walker work experience

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Client Services

Current

Adelaide, South Australia, Australia

Apr 2024 - Present

Director & Advisory Partner

Kloof, Durban

As a qualified accountant, my financial functions on the executive team included the analytical review of the management accounts, development and approval of the budget and forecasts as well as the development and implementation of remuneration policies and procedures. I lead the new business initiative, and as a member of the investment sub committee.

Jul 2020 - Jan 2024

Advisory Partner

South Africa

As a qualified financial planner I managed a client base of approximately 250 individuals across a spectrum of ages and occupations. I managed a new business target whilst maintaining a client retention ratio of approximately 98%. My client base was always FICA and FAIS compliant.

Jan 2016 - Jul 2020

Articled Financial Planner

South Africa

As a new entrant into the industry I worked alongside experienced financial planners. Initially I assisted with administrative tasks to understand the industry fundamentals. As my technical knowledge increased I progressed to compiling and implementing financial plans.

Feb 2014 - Dec 2015

Financial And Consolidation Accountant

Seaboard Overseas Trading And Shipping

Durban

Seaboard Trading and Shipping’s main business is commodity trading with the primary commodities being wheat, soy bean meal and corn.I was responsible for managing the accounts receivable, accounts payable, cash, management accounting and financial accounting functions and teamsOverall responsibility for the preparation of the South African company results.

Mar 2004 - Jan 2006

Internal Control Manager

Gsk

London, England, United Kingdom

Following the merger of Glaxo Wellcome and Smith Kline Beecham, the new entity underwent significant systems and staffing changes. I joined the shared financial services team as the internal controls manager. I oversaw the allocation and completeness of reconciliations for all significant balance sheet accounts. I was instrumental in developing a business.

Sep 2003 - Dec 2003

Financial Analyst

London, England, United Kingdom

Following my experience in the internal audit division, I was appointed as the business analyst for the Global Risk Solutions division. The analysis focused on budget variances, profitability and bench-marking. I also drafted a zero based profit and loss budget for the division.

Mar 2001 - Apr 2002

Internal Auditor

London, England, United Kingdom

Planning, execution of and reporting on operational audits across numerous business sectors.

Mar 2000 - Feb 2001

Financial Accountant

London, England, United Kingdom

I was responsible for the financial accounting of three offices based in the US and shared responsibility for the London operation.

Jul 1999 - Feb 2000

Audit Trainee

Pwc

Durban

Apr 1996 - Mar 1999
Team & coworkers

Colleagues at Halpin Wealth

Other employees you can reach at halpinwealth.com.au. View company contacts for 23 employees →

5 education records

Paula Walker education

Education record

Durban Girls' High School
FAQ

Frequently asked questions about Paula Walker

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What company does Paula Walker work for?

Paula Walker works for Halpin Wealth.

What is Paula Walker's role at Halpin Wealth?

Paula Walker is listed as Client Services at Halpin Wealth.

Where is Paula Walker based?

Paula Walker is based in Happy Valley, South Australia, Australia while working with Halpin Wealth.

What companies has Paula Walker worked for?

Paula Walker has worked for Halpin Wealth, Consolidated Wealth, Citadel Investment Services, Consolidated Financial Planning, and Seaboard Overseas Trading And Shipping.

Who are Paula Walker's colleagues at Halpin Wealth?

Paula Walker's colleagues at Halpin Wealth include Michael Smith, Alannah Wegner, Sally Lowe, Mandy Keane, and Felicity Eardley.

How can I contact Paula Walker?

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What schools did Paula Walker attend?

Paula Walker holds Post Graduate Diploma In Financial Planning, Financial Planning And Services from University Of The Free State.

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