Paula Walker Email & Phone Number
Who is Paula Walker? Overview
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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.
Email format at Halpin Wealth
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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.
Paula Walker's current company
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Paula Walker work experience
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Director & Advisory Partner
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.
Advisory Partner
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.
Articled Financial Planner
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.
Financial And Consolidation Accountant
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.
Internal Control Manager
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.
Financial Analyst
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.
Internal Auditor
Planning, execution of and reporting on operational audits across numerous business sectors.
Financial Accountant
I was responsible for the financial accounting of three offices based in the US and shared responsibility for the London operation.
Audit Trainee
Colleagues at Halpin Wealth
Other employees you can reach at halpinwealth.com.au. View company contacts for 23 employees →
Michael Smith
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Alannah Wegner
Colleague at Halpin WealthAscot Park, South Australia, Australia, Australia
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Sally Lowe
Colleague at Halpin WealthAdelaide, South Australia, Australia, Australia
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Mandy Keane
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Felicity Eardley
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Andrea Phillips
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Benjamin Sutherland
Colleague at Halpin WealthAdelaide, South Australia, Australia, Australia
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Patrick Sutherland
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Heath Visser
Colleague at Halpin WealthSouth Australia, Australia, Australia
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Kerry Hennessy
Colleague at Halpin WealthAdelaide, South Australia, Australia, Australia
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Paula Walker education
Post Graduate Diploma In Financial Planning, Financial Planning And Services
Post Graduate Certificate In Education (Pgce), Education
Post Graduate Diploma In Accounting, Accounting
Bachelor Of Commerce - Bcom, Accounting And Finance
Education record
Frequently asked questions about Paula Walker
Quick answers generated from the profile data available on this page.
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?
You can use AeroLeads to view verified contact signals for Paula Walker at Halpin Wealth, including work email, phone, and LinkedIn data when available.
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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