Financial Adviser · FAIRY MEADOW, NSW

Walter Fleitmann

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007425

Walter Fleitmann is a financial adviser based in Fairy Meadow, New South Wales, with 11 years of experience in the financial services industry. Walter is currently authorised under Innovus Licensee Services Pty Ltd. Walter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FAAA. Walter is a member of Certified Financial Planner of FPA Australia, FBAA - Finance Brokers Association of Australia FBAA - Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Economics
University of Western Australia
2008
Bachelor of Commerce (Accounting)
University of Western Australia
2011
Graduate Diploma Chartered Accounting
ICAA
2020
Certified Financial Planner
FAAA
2024
Diploma of Finance and Morgage Broking Management
AAMC

Registration History

Jun 2021 - Present Current
May 2020 - Jun 2021 Ceased
Aug 2015 - May 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Apr 2015 - Aug 2015 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register