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 (close range kung fu). He is husband to Lieske, dad to Kaidon and subordinate to Skips (the cat).


 CREDENTIALS & AFFILIATIONSEDUCATION
CFP® Professional (Member of FPI(SA))
Secretary 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
Sihing at Fighting Spirit Martial Arts Club
Member of Adonis Musati Project
Certificate (Financial Coaching), UFS, 2020
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)

CHARTERED 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. He 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 and dad to Leah.

CREDENTIALS & AFFILIATIONSEDUCATION
 Chartered Accountant (Member of SAICA)
Chartered Financial Analyst (Level I)
Registered Tax Practitioner (Member of SAIT)
Licensed Representative (RE5)
Licensed Key Individual (RE1)
Licensed Health Broker (CMS)
Member of Masthead Financial Advisors Association
Xero Certified Advisor

Postgrad Diploma (Accounting), UCT, 1997
BBusSci (Finance), UCT, 1996






Approach Admin

PROFESSIONAL ADMINISTRATORS

The founders of Approach Admin and the McWalter family have been on good terms for decades. It thus makes logical sense for us to engage with Approach. Approach Admin handles a lot of our new business applications & client servicing requests. Their expertise is unparalleled and they are a name well known throughout the financial planning industry. Michelle and her team work closely with McWalter F&A and the client to meet and deliver beyond expectations. It is our honour to be working with them.

WEBSITE
approachadmin.co.za