I'm an independent financial planner. My intention is to cultivate certainty for professionals whilst focusing on sustainable investment planning. I hold IT & engineering qualifications, three financial qualifications, as well as the CFP® Professional designation.
After working in a large corporate advice firm for a little over six years, I opened McWalter Financial & Advisory, an independent advice house, to provide my clients with a more focused and sophisticated offering. I acknowledge every client I work with is entirely unique and that the process must take full cognizance of this.
My natural way is to connect on a more meaningful level. If you're a professional that understands the importance of long-term thinking, let's uncover our synergies.