David Walter
Financial Adviser in Alphington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003540
- Location
- Alphington VIC 3078
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 25 November 2019
- First provided advice
- 1998
- Qualifications
- Diploma Financial Planning, Pinnacle Financial Services Academy (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2019)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Walter
David Walter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Alphington, Victoria (adviser number 001003540).
Advice is given under the Australian financial services licence of Nextplan Financial Pty Ltd, licence number 452996. That authorisation dates from 25 November 2019.
According to the register, David first provided financial advice in 1998. The qualifications listed for David include Diploma Financial Planning (Pinnacle Financial Services Academy, 2013) and Graduate Diploma of Financial Planning (Kaplan Professional, 2019). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Walter a registered financial adviser?
Yes. David Walter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003540.
Which licensee does David Walter work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can David Walter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.