Brad Mcwalter, Cfp®

Brad Mcwalter, Cfp® Email and Phone Number

Co-creating financial wellbeing for purposeful lives. @ McWalter Financial & Advisory
cape town, western cape, south africa
Brad Mcwalter, Cfp®'s Location
Cape Town, Western Cape, South Africa, South Africa
Brad Mcwalter, Cfp®'s Contact Details

Brad Mcwalter, Cfp® work email

Brad Mcwalter, Cfp® personal email

n/a

Brad Mcwalter, Cfp® phone numbers

About Brad Mcwalter, Cfp®

I'm an independent financial planner and CFP® Professional. After working in a large financial services organization, I started an independent financial advisory firm to offer our clients a more bespoke service. Our core principle is acknowledging that people are unique, which is embodied in our culture.My belief is that life is not about the things we do, but rather about how we do them. This reflects the importance of our relationships and how we nurture them. I believe relationships are the threads of life, and through these threads, I seek to make a positive and lasting difference in the lives of those around me. As a fiduciary for my clients' portfolios and the director of McWalter F&A, this is my guiding principle.If you're a professional or working parent that understands the importance of long-term thinking, let's uncover our synergies.Visit mcwalter.co.za.

Brad Mcwalter, Cfp®'s Current Company Details
McWalter Financial & Advisory

Mcwalter Financial & Advisory

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Co-creating financial wellbeing for purposeful lives.
cape town, western cape, south africa
Website:
mcwalter.co.za
Employees:
3
Brad Mcwalter, Cfp® Work Experience Details
  • Mcwalter Financial & Advisory
    Financial Planner
    Mcwalter Financial & Advisory Mar 2019 - Present
    Cape Town, Western Cape, South Africa
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  • Mcwalter Financial & Advisory
    Key Individual (Ki)
    Mcwalter Financial & Advisory Feb 2019 - Present
    The KI is responsible for managing or overseeing the activities of a Financial Services Provider (FSP). This role is critical to ensuring that the FSP complies with the requirements of the Financial Advisory and Intermediary Services (FAIS) Act.
    View
  • Mcwalter Financial & Advisory
    Director
    Mcwalter Financial & Advisory Oct 2018 - Present
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  • Liberty Group South Africa
    Financial Planner
    Liberty Group South Africa Dec 2012 - Feb 2019
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  • Khanyisa Real Systems
    Agile Full-Stack .Net Software Developer
    Khanyisa Real Systems Apr 2011 - Nov 2012
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  • Cape Peninsula University Of Technology
    Computer Systems Research Fellow
    Cape Peninsula University Of Technology Jan 2010 - Dec 2010
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  • Omnipless
    Assistant Technician
    Omnipless Jan 2009 - Dec 2009
    View

Brad Mcwalter, Cfp® Skills

Wealth Retirement Planning Team Leadership Research Investments Life Insurance Investment Planning Networking Estate Planning Business Assurance Financial Advisory Corporate Benefits Financial Shoulder Angel Risk Cover Social Media Financial Planning Healthcare Holistic Financial Planning Relaxed Conversation Lifestyle Protection Public Speaking Portfolio Management Financial Services Long Term Insurance Insurance Small Business Retirement Management

Brad Mcwalter, Cfp® Education Details

Frequently Asked Questions about Brad Mcwalter, Cfp®

What company does Brad Mcwalter, Cfp® work for?

Brad Mcwalter, Cfp® works for Mcwalter Financial & Advisory

What is Brad Mcwalter, Cfp®'s role at the current company?

Brad Mcwalter, Cfp®'s current role is Co-creating financial wellbeing for purposeful lives..

What is Brad Mcwalter, Cfp®'s email address?

Brad Mcwalter, Cfp®'s email address is br****@****ham.com

What is Brad Mcwalter, Cfp®'s direct phone number?

Brad Mcwalter, Cfp®'s direct phone number is +278370*****

What schools did Brad Mcwalter, Cfp® attend?

Brad Mcwalter, Cfp® attended University Of The Free State, Psg Konsult Academy, Cape Peninsula University Of Technology, Pc Training & Business College, Progress College.

What are some of Brad Mcwalter, Cfp®'s interests?

Brad Mcwalter, Cfp® has interest in Human Rights.

What skills is Brad Mcwalter, Cfp® known for?

Brad Mcwalter, Cfp® has skills like Wealth, Retirement Planning, Team Leadership, Research, Investments, Life Insurance, Investment Planning, Networking, Estate Planning, Business Assurance, Financial Advisory, Corporate Benefits.

Who are Brad Mcwalter, Cfp®'s colleagues?

Brad Mcwalter, Cfp®'s colleagues are Warren Fialkov, Tashrika Isaacs.

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