David Walter work email
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David Walter personal email
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
D. Walter & Associates Pty Ltd
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Director And Senior Financial PlannerD. Walter & Associates Pty Ltd Nov 2019 - PresentMelbourne Cbd, Ivanhoe East & AlphingtonWe 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.
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Self EmployedSelf-Employed Apr 2019 - Nov 2019Self employed -
Senior AnalystBig 4 Accounting Firms Jan 2019 - Apr 2019Melbourne, AustraliaSenior Analyst and case manager, Remediation project. -
Financial PlannerAnz Apr 2013 - Apr 2018Melbourne, Australia -
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Personal Insurance ManagerWhk Melbourne 2002 - 2003Melbourne, Australia
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Insurance AgentBurnside, Kloester & Probert Pty Ltd 1998 - 2002Melbourne, Australia
David Walter Skills
David Walter Education Details
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Graduate Diploma Of Financial Planning -
Pinnacle Financial Services AcadamyDiploma Of Financial Planning (Refresh Course) -
Advanced Diploma Of Financial Planning -
Monviae College -
Diploma Of Financial Planning
Frequently Asked Questions about David Walter
What company does David Walter work for?
David Walter works for D. Walter & Associates Pty Ltd
What is David Walter's role at the current company?
David Walter's current role is Director and Senior Financial Planner at D. Walter & Associates Pty Ltd.
What is David Walter's email address?
David Walter's email address is da****@****anz.com
What schools did David Walter attend?
David Walter attended Kaplan Professional, Pinnacle Financial Services Acadamy, Kaplan Professional, Monash University, Monviae College, Kaplan Professional.
What are some of David Walter's interests?
David Walter has interest in Golf, Afl, Cricket, Nrl.
What skills is David Walter known for?
David Walter has skills like Finance, Insurance, Wealth Management, Banking, Portfolio Management, Strategic Financial Planning, Retail Banking, Investments, Retirement Planning, Financial Risk, Superannuation, Wealth.
Not the David Walter you were looking for?
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David Walter
Greater Sydney Area2indium.com.au, endeavourenergy.com.au -
3evade.com.au, navy.gov, secora.com.au
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1walterhomes.com.au
1 +614082XXXXX
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