Walter Fleitmann

Enigma Financial Planning

Silver
7 Yrs Experience
Fairy Meadow, NSW 2519
Let me help you by joining you on your financial journey. It is impossible to overstate how passionate I am about helping people. After spending 8 years in tax accounting, helping individuals and small businesses with their financial statements and tax obligations, I made the decision in 2014 to specialise in helping individuals achieve their financial goals and started my career in financial planning. I believe that, just as a business needs to understand its financial statements to be successful, every individual needs to understand their income, expenses, assets and debts, to achieve their dreams and aspirations. My accounting background has helped me to interpret financial concepts in plain language for clients, and use this as a starting point on the journey to help them 'own their tomorrow.'

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Accounting
  • Language spoken
    • English

Enigma Financial Planning

497 Princes Hwy
Fairy Meadow, NSW 2519

Licensed by

Innovus Licensee Services Pty Ltd

AFSL 526954

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Walter is a very knowledgeable and helpful advisor. He takes the time to clearly explain recommendations and has assisted me with everything from budgeting to insurance. I highly recommend speaking with Walter about any financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Easy to understand personalised advice, gold class service, no judgements. Would highly recommend Walter's services."

  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2005

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2014

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Graduate Diploma of Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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