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Warren Fialkov is listed as Financial Advisor at McWalter Financial & Advisory at McWalter Financial & Advisory, a company with 3 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a work email signal at mcwalter.co.za and a matched LinkedIn profile for Warren Fialkov.
Warren Fialkov previously worked as Independent Financial Advisor at Mcwalter Financial & Advisory and Tied Financial Advisor at Liberty Cape Town Agency. Warren Fialkov holds Project Management from Graduate School Of Business - University Of Cape Town.
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I am a wealth planner with a financial services background, actively seeking clients keen to implement plans surrounding their life | investments | health | corporate needs.I am solid, analytical, details-focused and enjoy problem solving. As a Chartered Accountant with an undergraduate Bachelor of Business Science (Finance) degree from the University of Cape Town, and an accredited key individual, I deliver practical advice that best suits my client’s needs.
Listed skills include Qlikview, Excel, Cognos, Sap R/3, and 39 others.
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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.
Century City
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.
Observatory
-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.
Pinelands, Cape Town
+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.
Claremont, The Oval
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.
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.
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.
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.
International
INTERNATIONAL EXPERIENCEDEUTSCHE BANK (LONDON), ERNST & YOUNG (LONDON), OCEANIC BANK (SAN FRANSISCO), UNION RESCUE MISSION (LOS ANGELOS), SWABOU-FNB (WINDHOEK)
Executive and Management Education Course
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Warren Fialkov works for McWalter Financial & Advisory.
Warren Fialkov is listed as Financial Advisor at McWalter Financial & Advisory at McWalter Financial & Advisory.
AeroLeads has found 1 work email signal at @mcwalter.co.za for Warren Fialkov at McWalter Financial & Advisory.
Warren Fialkov is based in City Of Cape Town, Western Cape, South Africa while working with McWalter Financial & Advisory.
Warren Fialkov has worked for Mcwalter Financial & Advisory, Liberty Cape Town Agency, The Kuyasa Fund, Old Mutual Finance, and Old Mutual Investment Group.
Warren Fialkov's colleagues at McWalter Financial & Advisory include Brad Mcwalter, Cfp® and Tashrika Isaacs.
You can use AeroLeads to view verified contact signals for Warren Fialkov at McWalter Financial & Advisory, including work email, phone, and LinkedIn data when available.
Warren Fialkov holds Project Management from Graduate School Of Business - University Of Cape Town.
Warren Fialkov is listed with skills including Qlikview, Excel, Cognos, Sap R/3, Vbscript, Acl, Hyperion, and Financial Modeling.
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