About Us

We are here to guide you based on who you are & what you would like out of life. There are many elements we can explore, but every person is the captain of their own ship. Whilst the vessel may be different and the captain unique, the skies under which we sail are unchanging. This is our domain. Let us embark...

Our History

Brad McWalter, CFP®

FOUNDER, DIRECTOR & FINANCIAL ADVISOR
Brad started his financial advisory career at Liberty Group in 2012. He went on to open the FSP in 2019 (McWalter F&A), the objective being to further diversify the offering to his clients. From the beginning of his career, he has been involved in building & optimising his clients’ financial portfolios and continues to provide the same dedication to them, but now with a broader range of services and solutions. Originally qualified as a computer systems engineer, Brad places an emphasis on the use of technology in the FSP’s practice. Requalifying with a postgraduate qualification in financial planning and acquiring the coveted CERTIFIED FINANCIAL PLANNER® designation, he has taken the time to ensure that both ethics & experience are at the fore front of his modus operandi.


Brad's personal interests lie in astronomy, science fiction & Wing Chun.


 CREDENTIALS & AFFILIATIONSEDUCATION
CFP® Professional (Member of FPI(SA))
President of BNI Lighthouse
Commissioner of Oaths (Ex-officio)
Licensed Representative (RE5)
Licensed Key Individual (RE1)
Licensed Health Broker (CMS)
Member of Masthead Financial Advisors Association
Student at Fighting Spirit Martial Arts Club
Postgraduate Diploma (Financial Planning), UFS, 2017
Higher Certificate (Wealth Management), PSG Academy, 2014
Bachelor of Technology (Electrical Engineering), CPUT, 2010
National Diploma (Electrical Engineering), CPUT, 2009
National Diploma (IT), PC Training & Business College, 2005



Warren Fialkov, CA(SA)

ACCOUNTANT & FINANCIAL ADVISOR

When it comes to open water swimming & surf lifesaving, you're bound to come across this name in conversation. Having grown up in Sea Point, he's been around water for most of his life. After graduating from UCT and completing articles with Ernst & Young overseas, he became exposed to other large multi-nationals such as Deutsche Bank. Arriving back in South Africa, he worked at Capitec & Old Mutual to name but a few. Stemming from the family profession of investment & tax consultancy, he joined Liberty to gain experience as a Financial Advisor. In 2019, he joined McWalter Financial & Advisory with allied objectives & ethics.


Warren is deliberative, an idea generator, and able to relate to all people, in the process building a solid relationship based on good will. With his analytical nature, and by employing relevant data & information, he uses logic to seek out new ideas. This has found this to produce an inherently good judgement from a management perspective. Being a careful thinker himself and through his professional role as fiduciary, he enjoys the responsibility of helping others to think through their decisions.


Outside of the office, he's either an Open Water Coach & Organiser, or husband to Andrea, dad to Leah.

CREDENTIALS & AFFILIATIONSEDUCATION
 Chartered Accountant (Member of SAICA)
Registered Tax Practitioner (Member of SAIT)
Licensed Representative (RE5)
Licensed Key Individual (RE1)
Licensed Health Broker (CMS)
Member of Masthead Financial Advisors Association
Member of IFAdo
Xero Certified Advisor
Postgrad Diploma (Accounting), UCT, 1997
BBusSci (Finance), UCT, 1996






Tamzyn Thomas

BUSINESS ADMINISTRATOR
With a history of experience in a number of finance brokerage firms fulfilling roles ranging from mutli-broker & FICA compliance administration, to various other industries fulfilling roles ranging from finance, bookings, sales & customer service administration, as well branch co-ordination, she is well versed in the intertwine of complex task & relationship management. Her desired outcome of any transaction is efficiency, conformity & client satisfaction


Outside of work hours, she fulfills the caring role of Doula. She is also a magician in the kitchen.

EDUCATION
 Diploma in Office and Business Administration, Montrose Business College, 2008

Ridhwaan Walele, CA(SA)

INDEPENDENT TAX CONSULTANT, ACCOUNTANT & AUDITOR

Ridhwaan has 9+ years’ experience in auditing, accounting, tax and various other outsourced services. Ridhwaan previously worked at Mazars, a top 10 international audit and accounting practice, in junior and managerial roles. Ridhwaan’s focus has been with small and medium-sized entities and offers services to individuals and partnerships. Ridhwaan managed a broad portfolio of clients across various industries and specialised in international companies who have or are setting up in South Africa in various industries; non-profit organisations with governmental and non-governmental funding, and extending to the farming, information technology, retail and manufacturing industries.


Ridhwaan set up and grew an International Outsourced Accounting (and other services) Department at Mazars and then spent a year managing funding for the Old Mutual Group in Treasury before setting up as ZHR Accountants and Auditors.

CREDENTIALS & AFFILIATIONSEDUCATION
 Registered Tax Practitioner
Registered Auditor (Member of IRBA)
Member of Golden Key International Honour Society
Secretary & Treasurer of the BNI Lighthouse Chapter (Cape Town)
 APT Specialist (Auditing), Auditing Professional Training, 2012
B.Compt (Hons) (Acc), University of South Africa, 2011
B.Com (Accounting) University of the Western Cape, 2008