Financial Planner
Current
Mar 2019 - Present
AeroLeads people directory · profile
Brad Mcwalter, Cfp® Email & Phone Number
Co-creating financial wellbeing for purposeful lives.
at
McWalter Financial & Advisory
1 work email found
@mcwalter.co.za
1 phone found area 783
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-creating financial wellbeing for purposeful lives.
Location
Cape Town, Western Cape, South Africa
Company size
Who is Brad Mcwalter, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brad Mcwalter, Cfp® is listed as Co-creating financial wellbeing for purposeful lives. at McWalter Financial & Advisory, a company with 3 employees, based in Cape Town, Western Cape, South Africa. AeroLeads shows a work email signal at mcwalter.co.za, phone signal with area code 783, and a matched LinkedIn profile for Brad Mcwalter, Cfp®.
Brad Mcwalter, Cfp® previously worked as Financial Planner at Mcwalter Financial & Advisory and Key Individual (KI) at Mcwalter Financial & Advisory. Brad Mcwalter, Cfp® holds Postgraduate Diploma, Financial Planning from University Of The Free State.
Company email context
Email format at McWalter Financial & Advisory
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{first}@mcwalter.co.za
89% confidence
AeroLeads found 1 current-domain work email signal for Brad Mcwalter, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth, Retirement Planning, Team Leadership, Research, and 24 others.
Current workplace
Brad Mcwalter, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mcwalter Financial & Advisory
7 roles
Brad Mcwalter, Cfp® work experience
A career timeline built from the work history available for this profile.
Key Individual (Ki)
CurrentThe 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.
Feb 2019 - Present
Director
Current
Oct 2018 - Present
Financial Planner
Dec 2012 - Feb 2019
Agile Full-Stack .Net Software Developer
Apr 2011 - Nov 2012
Computer Systems Research Fellow
Jan 2010 - Dec 2010
Assistant Technician
Jan 2009 - Dec 2009
5 education records
Brad Mcwalter, Cfp® education
Postgraduate Diploma, Financial Planning
Higher Certificate, Wealth Management
Psg Konsult Academy
Bachelor Of Technology, Electrical Engineering
National Diploma, Information Technology
Pc Training & Business College
Matric
Progress College
FAQ
Frequently asked questions about Brad Mcwalter, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brad Mcwalter, Cfp® work for?
Brad Mcwalter, Cfp® works for McWalter Financial & Advisory.
What is Brad Mcwalter, Cfp®'s role at McWalter Financial & Advisory?
Brad Mcwalter, Cfp® is listed as Co-creating financial wellbeing for purposeful lives. at McWalter Financial & Advisory.
What is Brad Mcwalter, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mcwalter.co.za for Brad Mcwalter, Cfp® at McWalter Financial & Advisory.
What is Brad Mcwalter, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 783 for Brad Mcwalter, Cfp® at McWalter Financial & Advisory.
Where is Brad Mcwalter, Cfp® based?
Brad Mcwalter, Cfp® is based in Cape Town, Western Cape, South Africa while working with McWalter Financial & Advisory.
What companies has Brad Mcwalter, Cfp® worked for?
Brad Mcwalter, Cfp® has worked for Mcwalter Financial & Advisory, Liberty Group South Africa, Khanyisa Real Systems, Cape Peninsula University Of Technology, and Omnipless.
Who are Brad Mcwalter, Cfp®'s colleagues at McWalter Financial & Advisory?
Brad Mcwalter, Cfp®'s colleagues at McWalter Financial & Advisory include Tashrika Isaacs and Warren Fialkov.
How can I contact Brad Mcwalter, Cfp®?
You can use AeroLeads to view verified contact signals for Brad Mcwalter, Cfp® at McWalter Financial & Advisory, including work email, phone, and LinkedIn data when available.
What schools did Brad Mcwalter, Cfp® attend?
Brad Mcwalter, Cfp® holds Postgraduate Diploma, Financial Planning from University Of The Free State.
What skills is Brad Mcwalter, Cfp® known for?
Brad Mcwalter, Cfp® is listed with skills including Wealth, Retirement Planning, Team Leadership, Research, Investments, Life Insurance, Investment Planning, and Networking.
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