Walter started his career as a tax accountant more than 16 years ago, and has been a financial planner since 2015. He has been working with the team at Innovus Advice since January 2020. Walter is a Certified Financial Planner (CFP) and Accredited Mortgage Consultant (AMC).
Working with individuals and small businesses on their accounting and tax obligations has given Walter the unique skill set to help clients understand their financial position, and deliver effective options to achieve their financial goals, whether it’s building an investment portfolio or paying off a home loan quicker.
Walter specialises in retirement planning, investment portfolios and the management of home loans over the long term.
Having a young family, significant life experience in financial services and the resources of Innovus Advice, he is passionate about helping his clients with each of their personal financial journeys, regardless of life stage.
In his spare time, Walter is loving exploring the Illawarra with his family, and enjoys camping in our great outdoors.