As an independent financial adviser (Chartered Accountant CA(SA), Tax Practioner and accredited planner for risk , retirement and medical aids) I am interested in working with people who wish to construct a long term plan that they can follow.Life is not a rehearsal and you deserve to work alongside someone who has your future at heart.I look forward to having a discussion with you via Zoom or Whatsapp.My contact details are +27726022557 warren@mcwalter.co.za

As a Tied Adviser I brought to my clients the best that I had available through Liberty This was a diverse range of products which include:- Risk cover (namely, Life Cover, Disability, Impairment and Dread disease cover)- Retirement planning (Endowment policies, Retirement Annuities)- Legacy planning (Education policies for dependents, Wills) - Investments (Unit trusts, profile-based portfolios incl Shari'ah Compliant, Regulation 28 Compliant)- Business Risk (Key Man Policies, Buy-Sell Agreements)- Medical Aid (including Hospital Plans) & Gap CoverAfter 4 years I left to become an Independent Financial Adviser. My focus has changed from "selling products" to solving client-focused problems. Identifying what products would be appropriate is now supplementary to solving my clients problems. My clients now have the choice of implementation either with me or with any provider they choose.

-Overall responsibility for the efficient running of Kuyasa’s financial function and maintain effective financial systems and policies-Administer and report on Kuyasa’s finances to the Executive Director; Management team, Board; Funders and staff-Improve the sustainability of the organisation and ensure the effective and efficient use of resources-Financial projects as requested by Executive Director

+Provide reports and analysis to assist business decisions.Support Client Services, Information Technology, Finance and other business units by providing stopgap solutions and developing structured overviews of business requirements.+Interpretation of the output with the business owner identified areas to concentrate effort in order to improve the usage of the systems.+Extraction of data through the use of tools available include database queries, modelling and business intelligence tools.+Interact with Suppliers as regards invoice queries. +Bridge the end-user and technical area "needs" assessment through translating the end-users needs into a working outline. This benefits the end-user from working with the output (while they formalise their requirements) and the technical area (which has a more complete illustrative solution).

Provide financial management for funds and investment management companies. Responsibility for financial accounting and controls; providing monthly management packs and ensuring compliance with tax and regulatory requirements. Oversight of the GL for funds. Budgeting and forecasting provided on an “as need” basis. Preparation of information for Board Packs; investor updates and investment committees, Fund updates and other ad hoc financial reporting information. Provided oversight as to acquisition of assets by Funds and distribution to investors. Reviewed and directed small staff complement.

My role has been to support the production of -Annual Financial Statements, monthly Management Accounts. Additional responsibilities included -support of head-office financial accounting division and other divisions with financial accounting issues. -I assisted with public information disclosure for Domestic Medium Term Bond Program (R2bn) and Preference Shares issued.Projects have also been undertaken to -provide support to other areas in order to improve information-streamline processes-build capacity

TraceWeb acts as tracing agent for Banks, Law firms and Pension Funds.My role was to -understand the business processes, -provide an overview as to operations, -and recommend controls/changes/developments that I thought were necessary. -Reach agreement as to course of action required and take steps to implement these actions. Weekly management reports were provided to management as regards progress as well as current operations. The operational system controls established allowed for the majority of the debtors financial requirements to mimic the financial system. The sale of shares from Korbitec to the remaining shareholder resulted in the need to establish a local ledger (PASTEL) and sufficient documentation to continue with the financial accounting function.I undertook the establishment of this ledger as well as the necessary process documentation.

At Deutsche Bank (London) , I produced monthly packs for the front offices of the following business units (in GBP and EUR)-Trade Payment Services (TPS), -Global Cash Management (GCM), -Real Estate Investment Banking (REIB) This involved identifing and resolved variances. Projects undertaken:-I initiated system automation project to improve turnaround of information over monthend. -Developed an Excel template to facilitate the uploading journals into the ledger (this improved peer-to-peer review).-Developed template to extract fields from the optical reports to assist with populating the risk weighted asset spreadsheets.-Assisted in budgeting process for the 2002 financial year using ESSBASE and SAP.

INTERNATIONAL EXPERIENCEDEUTSCHE BANK (LONDON), ERNST & YOUNG (LONDON), OCEANIC BANK (SAN FRANSISCO), UNION RESCUE MISSION (LOS ANGELOS), SWABOU-FNB (WINDHOEK)