Ray Walter
Financial Adviser
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About
Raymond Walter is an ASIC-registered financial adviser based in Brisbane, QLD, committed to providing tailored financial solutions to help you achieve your goals. With a Bachelor of Commerce from The University of Queensland (1994), a Certified Financial Planner certification from Deakin University (1996), and a Diploma of Financial Planning from the FPA (1998), Raymond possesses a wealth of knowledge and experience in the financial services industry. He continually updates his expertise, completing Ethics and Professional Relationships at QUT in 2020. As a member of the Financial Advice Association of Australia (FAAA), Raymond adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Raymond’s advice covers various areas to secure your financial future. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Investment advice to achieve your financial goals Ready to take control of your financial future? Contact Raymond today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Raymond Walter offer?
Raymond Walter provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Raymond Walter's qualifications?
Raymond Walter holds a Bachelor of Commerce from The University of Queensland, a Certified Financial Planner certification from Deakin University, and a Diploma of Financial Planning from the FPA. He also completed Ethics and Professional Relationships at QUT.
What is the process for working with Raymond Walter?
The process typically begins with an initial consultation to understand your financial goals and current situation. Raymond will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will be made as needed to ensure your plan remains aligned with your evolving needs.
How can Raymond Walter help me with my superannuation?
Raymond can provide advice on optimising your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement. He can also help you navigate the complexities of superannuation legislation.
What can I expect during my first meeting with Raymond?
During your first meeting, Raymond will take the time to understand your financial goals, current financial situation, and risk tolerance. He will explain his services and how he can help you achieve your objectives. You'll have the opportunity to ask questions and determine if Raymond is the right financial adviser for you.
Get in Touch
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