Financial Adviser
· BALLINA, NSW
Nick Walter
No disciplinary history on record with ASIC
BALLINA,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003557
About Nick Walter
Nick Walter is a financial adviser based in Ballina, New South Wales, with 26 years of experience in the financial services industry since 2000. Nick is currently authorised under Direction Advice Group, operating through Walter Wealth Advice. Nick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nick's qualifications include a Bachelor of Business (Accounting) from Monash University.
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
2000
Bachelor of Business (Accounting)
Monash University
2003
Graduate Diploma of Applied Finance
Kaplan Professional Education
2010
Graduate Diploma of Financial Planning
Kaplan Professional Education
2013
Fixed Income Course
FIIG