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David Walter

Position: Financial Adviser

Skills: Plan, Build and Protect Wealth, Investments, Superannuation, Pensions, and Insurance

Experience: 25 Years

Personal Experience

A Financial Planning professional with over 25 years’ experience 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

David Walter is the director of D.Walter & Associates Pty Ltd, a corporate authorised representative of Nextplan Financial Pty Ltd, ABN 24167151420, AFSL 452996.

David Walter’s ASIC Representative Number is 001003540.

Walter & Associates Pty Ltd ASIC Representative Number is 001279208

David Walter & Associates help their customers with:

  • Superannuation
  • Aged Care
  • Investment
  • Personal Insurance
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