ABOUT SHIRE FINANCIAL PLANNINg
Shire Financial Planning was established in 2010 with the mission of providing more than just a standard financial planning practice. Led by highly qualified senior financial planner, Ryan Walker, we provide our clients with an array of tools and services refined by years of dedication and experience that comes from a place of passion for helping people, young and old, create secure and fruitful financial futures. We help you create a better financial situation today, whilst providing you the tools and knowledge to create a better tomorrow.
It is our mission to assess your bigger picture - your goals, your aspirations, your lifestyle - and help you implement foolproof strategies to help you create the future of your dreams. Whether it's preparing for you and your family’s financial future, effective retirement planning, or debt management, Shire Financial Planning’s supportive and passionate team are here to guide you through every step of the journey.
RYAN WALKER
Ryan Walker is the Principal and Certified Financial Planner® at Shire Financial Planning. He has served in this role since September 2017 and specialises in SMSF, property buyers agency, mortgage broking, retirement planning, wealth creation, direct share portfolio management, and protection strategies. Ryan holds a Master of Applied Finance, Banking and Financial Planning from Charles Sturt University and is certified through the Financial Planning Association.
With over 16 years of experience providing financial advice, Ryan takes a holistic, "big picture" approach to help clients achieve their life goals across all components of their finances and lifestyle. A Sutherland Shire local himself, he is passionate about helping families in the community create secure and fruitful financial futures.
MARK LOCKHART
Mark Lockhart has been involved in the financial services profession since 1993 as both an insurance advisor and financial planner. He provides detailed advice through all aspects of his clients’ financial life, with expertise and experience in investment and retirement planning, Centrelink, estate planning, and complex risk management for business and self-employed people.
Mark is married to Tanya and they have two adult children. He has been active in the Scouting Movement and the Army Reserve, and continues to be committed to the development of the financial planning profession through the Wollongong Chapter of the Financial Planning Association of Australia, where he has served as Chapter Chair since 2011.
Mark works between our Sutherland and Wollongong locations.
GEORGE MANKA
George Manka is an educator, entrepreneur, business strategist, and financial adviser who previously managed his own financial advice practice and business consultancy. He has worked with prestigious organizations including Harvard Business Publishing, The Australian Graduate School of Management, Forrester Research, and AMP Financial Planning.
Today, George works solely as a Financial Adviser helping busy professionals with growing families build wealth with purpose and map a future life of choice and wellbeing. He creates individually crafted portfolios for investment and retirement goals, helps protect family assets, and ensures clients leave substantial legacies—all while keeping their finances customized to their needs and maintaining their control in the planning process.
OUR SERVICES
At Shire Financial Planning, we understand that every money story is unique. That’s why we offer a broad range of financial planning services to help your financial situation become the best that it can be. We offer services spanning;
✔️ Financial Protection and Life Insurance
✔️ Superannuation and Retirement
✔️ Cash Flow and Budgeting
✔️ Financial Security and Freedom
✔️ Investments
✔️ Estate Planning
✔️ Tax Planning
Our Promise To You
We know that great financial advice changes lives. That’s why we believe in providing top-tier financial services to all of our clients, no matter how big of a goal or dream you have in mind. We will help you get there.
✅ We will deliver valuable results on time, every time
✅ We will provide insightful and impactful knowledge
✅ We will always go the extra mile
About The Shire Financial Group
Shire Financial Planning is a part of the Shire Financial Group, our very own network of financial service providers here to help guide you through the many different steps of your financial journey. We are proud to offer our broad range services including Accounting, Buyers Agents Service, Life Insurance Brokerage, and Mortgage Brokerage. To find out more about our other services, please visit our websites or get in touch at info@shirefinancial.com.