Adviser Owned. Client Focused. Results Driven.

Helping financial advisers build successful businesses through tailored services, strategic support, and diversified investment solutions.

Who We Are

Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients. We are owned by advisers and staff only.

We strive to partner with high-quality advisers to build successful advice businesses through the provision of quality tailored services and support, financial products and education to enhance the overall experience of all involved.

We offer diversified managed account solutions, suited to different investor risk profiles, with a strong focus on wealth preservation.

Our Focus

At Walker Lane, we always act in the best interests of our clients. We do our own research, build our own systems and think for ourselves to deliver investment insights that add value for our clients.

We exist to make a positive difference to our adviser's and client's lives.

Our Focus

We exist to make a positive difference to our adviser's and client's lives.

Why choose walker lane

At Walker Lane, we know what it takes to succeed as a financial adviser because we’ve lived it ourselves. Drawing on decades of industry experience, we’ve built a firm that equips advisers with the guidance, resources, and strategies needed to grow their businesses with confidence.

Adviser Benefits

Better Business Processes

A Sense of Community

Investment Solutions

Investment Beliefs

Investment Proposition

Best Interests Duty and Compliance

What we provide

At Walker Lane, we understand that financial advisers need dealer groups that deliver meaningful support and real results.

Our focus is helping you stay competitive by providing a comprehensive suite of solutions, maintaining strong, current compliance, and offering streamlined systems to make your practice more efficient.

Products & Services

We offer a full suite of financial products and services, tailored to meet the diverse needs of advisers and their clients, helping you deliver comprehensive, high-quality advice.

Products & Services

We offer a full suite of financial products and services, tailored to meet the diverse needs of advisers and their clients, helping you deliver comprehensive, high-quality advice.

WHO ARE WE

MEET THE TEAM

Josh Cratchley

Chief Executive Officer & Founding Partner

Patrick Casey

Chairman & Founding Partner

Sam Carroll

Responsible Manager & Founding Partner

Joel Taylor

Head of Growth & Risk

Our Offer

Walker Lane offers two distinct pathways for financial advisers seeking a professional AFSL service. Each option is designed to align with different business models and growth aspirations.

Do It Yourself

The DIY option is the traditional Corporate Authorised Representative model.

This option requires a minimum of $500k practice revenue and your practice must be based in Sydney, Melbourne or Brisbane CBD only.

Do It For Me*

With the DIFM option, Walker Lane runs your entire back office in alignment with our 'Design Effective' compliance framework.

We do it for you, whilst keeping you safe and allowing you to focus on what you do best - spending time with clients.

Your practice can be based anywhere in Australia and will typically have under $500k of revenue.

*Do It For Me

Inclusions

Our comprehensive service includes all aspects of advice preparation, compliance, and implementation, allowing you to focus entirely on client relationships and business growth.

1

Pre-advice

•Fact Find: data entry of client's details into Xplan to create the fact find/client data form (CDF)
•Super and Investment: Creation of the Wealth Solver scenario including existing vs recommended product research, asset allocation and fees
•Personal Insurance: Creation of Risk Researcher scenario including the insurance needs analysis, quoting and research across all available insurers
•Financial Projections/Modelling: producing financial projections in Xtools, including impact of insurance premiums on super balance
•Like for like insurance comparison between existing and recommended insurer.

2

Statement of Advice Generation & Compliance

•We will write the statement of advice, ready for presentation to your clients
•The SOA will be produced to comply with your legal obligations and the Walker Lane licensee standards.

3

Implementation

•Generation and submission of product applications for your clients
•Communicating and following up outstanding requirements such as medical tests and financial requirements
•Processing superannuation rollovers and investing the funds in line with the recommendations
•Processing ATO forms, plus "choice of super fund" documents for the client's future employer super contributions.

4

Review

•Preparation of review packs for annual client reviews

Our Investment Expertise

We do our own research and bring in specialists where required to deliver the best outcomes for our clients

Investment Beliefs

At Walker Lane you'll find a community of Financial Advisers that sticks to a simple, high quality investment philosophy. We do our own research on all aspects of the portfolio management process, plus bring in specialists where required.

Investment Solutions

Our approved product list is extensive, containing many major retail insurance providers and mainstream wrap administration platforms. Advisers are able to develop the strategies and use the products that you believe delivers the best possible outcome for your clients.

Investment Proposition

As THE managed account specialists, we currently run a suite of managed accounts to fit different investor risk profiles including:

Dynamic Asset Allocation (DAA) Portfolios
Strategic Asset Allocation (SAA) Portfolios
ESG Portfolios (coming soon)

Get in Touch

We're here to help you navigate your financial journey with confidence and clarity.

Phone

02 9135 2935

Address

Level 18, Suite 18.03
1 Margaret Street
Sydney NSW 2000

Send us a Message

We'll get back to you within 24 hours