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David Walter is listed as Director and Senior Financial Planner at D. Walter & Associates Pty Ltd, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at anz.com and a matched LinkedIn profile for David Walter.
David Walter previously worked as Self Employed at Self-Employed and Senior Analyst at Big 4 Accounting Firms. David Walter holds Graduate Diploma Of Financial Planning from Kaplan Professional.
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A Financial Planning professional whose approach is characterised by integrity, ethics and a proven ability to develop strong client relationships. Levity beats boring and bringing a sense of fun and excitement makes the most tedious of tasks quicker to complete. Providing clients with peace of mind that their financial life is in great hands so they can concentrate on living is my motto. I achieve this with:• The ability to communicate complex strategies in client-friendly plain English• A strong sense of integrity and professional ethics• A proven ability to understand client goals and act in their best interests by devising appropriate and targeted solutions• Consistent availability for clients and being attentive to their needs • A firm commitment to building on my extensive experience with formal qualifications and ongoing professional development
Listed skills include Finance, Insurance, Wealth Management, Banking, and 12 others.
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Melbourne CBD, Ivanhoe East & Alphington
We are a one stop shop for retirement planning and post-retirement income and asset advice. We offer a comprehensive ongoing service program to ensure that you can focus on achieving what you want in life while letting us worry about the finances.
Melbourne, Australia
Senior Analyst and case manager, Remediation project.
Melbourne, Australia
Melbourne, Australia
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David Walter works for D. Walter & Associates Pty Ltd.
David Walter is listed as Director and Senior Financial Planner at D. Walter & Associates Pty Ltd.
AeroLeads has found 1 work email signal at @anz.com for David Walter at D. Walter & Associates Pty Ltd.
David Walter is based in Greater Melbourne Area, Australia, Australia while working with D. Walter & Associates Pty Ltd.
David Walter has worked for D. Walter & Associates Pty Ltd, Self-Employed, Big 4 Accounting Firms, Anz, and Commonwealth Bank.
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David Walter holds Graduate Diploma Of Financial Planning from Kaplan Professional.
David Walter is listed with skills including Finance, Insurance, Wealth Management, Banking, Portfolio Management, Strategic Financial Planning, Retail Banking, and Investments.
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