This page summarises certain Know Your Client (KYC) data you have provided to us during our fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by McWalter Financial and Advisory. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and we make no representations as to their value. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence.
McWalter Financial and Advisory is an authorised Financial Service Provider: FSP no.49877