Mathine Walter
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Mathine Walter Email & Phone Number

Financial Planning - Client Services Manager at Signate Private Wealth
Location: Gold Coast, Queensland, Australia 7 work roles 2 schools
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Current company
Signate Private Wealth
Role
Financial Planning - Client Services Manager
Location
Gold Coast, Queensland, Australia
Company size
17 employees

Who is Mathine Walter? Overview

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Quick answer

Mathine Walter is listed as Financial Planning - Client Services Manager at Signate Private Wealth, a company with 17 employees, based in Gold Coast, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Mathine Walter.

Mathine Walter previously worked as Client Services Manager at Signate Private Wealth and Client Services Officer - Financial Planning at Centaur Financial Services. Mathine Walter holds Juris Doctor, Law from Seattle University School Of Law.

Company email context

Email format at Signate Private Wealth

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Signate Private Wealth

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Profile bio

About Mathine Walter

Highly motivated professional with a U.S. law degree and background in banking and finance . Over 12 years working with affluent clientele in various roles within the Private Banking sector, and proficient in managing client relationships. Originally from the United States, but now a permanent resident of Australia with 8 years in Australian Financial Planning experience. Exceptional communication and interpersonal skills, with a proven ability to think analytically.

Listed skills include Legal Research, Loans, Mortgage Lending, Negotiation, and 15 others.

Current workplace

Mathine Walter's current company

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Signate Private Wealth
Signate Private Wealth
Financial Planning - Client Services Manager
varsity lakes, queensland, australia
Website
signateprivate.com.au
Employees
17
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7 roles

Mathine Walter work experience

A career timeline built from the work history available for this profile.

Client Services Manager

Current
Signate Private Wealth

Gold Coast, Queensland, Australia

  • Key responsibilities include:
  • Managing project engagements, client engagements and ensuring deadlines are met
  • Accurate and timely implementation of approved strategies
  • Contribution to the effective and innovative conduct of the business
  • Demonstrate strong planning and organisation skills for self and others
  • Be a pivotal support to the existing advisers and support team to deliver superior outcomes
Jan 2024 - Present

Client Services Officer - Financial Planning

Millennium Wealth Advisory

Gold Coast, Queensland, Australia

Supporting two financial advisors with the setup of SMSFs primarily. Responsible for the implementation of all advice, including all client related tasks such as insurance quotes and applications. Managed a portfolio of existing clients in addition to onboarding the new ones. Conducted regular research of superannuation and insurance for clients.

Jan 2018 - Jan 2021

Client Services Officer - Financial Planning

Summit Financial

Brisbane, Queensland, Australia

Jun 2017 - Jan 2018

Private Banking Relationship Manager At U.S. Bancorp Investments, Inc.

Us Bank

Mercer Island, Bellevue, Issaquah

Oct 2009 - Jun 2015
Team & coworkers

Colleagues at Signate Private Wealth

Other employees you can reach at signateprivate.com.au. View company contacts for 17 employees →

RD Rosalie De Vera Rosalie De Vera Colleague at Signate Private Wealth Calabarzon, Philippines, Philippines View → RP Ross Potter Ross Potter Colleague at Signate Private Wealth Gold Coast, Queensland, Australia, Australia View → JM Jordan Mcmahon Jordan Mcmahon Colleague at Signate Private Wealth Gold Coast, Queensland, Australia, Australia View → PS Peter Stevenson Cfp® Peter Stevenson Cfp® Colleague at Signate Private Wealth Queensland, Australia, Australia View → DJ Denise Jan Labuca Denise Jan Labuca Colleague at Signate Private Wealth Cebu, Central Visayas, Philippines, Philippines View → ND Nicholas Duffy Nicholas Duffy Colleague at Signate Private Wealth Gold Coast, Queensland, Australia, Australia View → CA Craig Abela Afp® Craig Abela Afp® Colleague at Signate Private Wealth Queensland, Australia, Australia View → DL David Layton David Layton Colleague at Signate Private Wealth Greater Brisbane Area, Australia View → CK Christopher Kennedy Christopher Kennedy Colleague at Signate Private Wealth Gold Coast, Queensland, Australia, Australia View → CS Carlo Santos Carlo Santos Colleague at Signate Private Wealth Australia, Australia View →
2 education records

Mathine Walter education

FAQ

Frequently asked questions about Mathine Walter

Quick answers generated from the profile data available on this page.

What company does Mathine Walter work for?

Mathine Walter works for Signate Private Wealth.

What is Mathine Walter's role at Signate Private Wealth?

Mathine Walter is listed as Financial Planning - Client Services Manager at Signate Private Wealth.

Where is Mathine Walter based?

Mathine Walter is based in Gold Coast, Queensland, Australia while working with Signate Private Wealth.

What companies has Mathine Walter worked for?

Mathine Walter has worked for Signate Private Wealth, Centaur Financial Services, Millennium Wealth Advisory, Summit Financial, and Us Bank.

Who are Mathine Walter's colleagues at Signate Private Wealth?

Mathine Walter's colleagues at Signate Private Wealth include Rosalie De Vera, Ross Potter, Jordan Mcmahon, Peter Stevenson Cfp®, and Denise Jan Labuca.

How can I contact Mathine Walter?

You can use AeroLeads to view verified contact signals for Mathine Walter at Signate Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Mathine Walter attend?

Mathine Walter holds Juris Doctor, Law from Seattle University School Of Law.

What skills is Mathine Walter known for?

Mathine Walter is listed with skills including Legal Research, Loans, Mortgage Lending, Negotiation, Customer Service, Banking, Leadership, and Private Banking.

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