Financial Adviser
· ALPHINGTON, VIC
David Walter
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003540
David Walter is a financial adviser based in Alphington, Victoria, with 28 years of experience in the financial services industry. David is currently authorised under Nextplan Financial Pty Ltd. David 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma Financial Planning
Pinnacle Financial Services Academy
2019
Graduate Diploma of Financial Planning
Kaplan Professional