Walter Melville

Senior Wealth Manager
Walter Melville

Contact Information

Email: Email (tap to reveal)

Regulatory Information

  • South Africa

    Financial Sector Conduct Authority (FSCA)

    Holborn SA

    Licence: 44154

About Walter

Originally from the Eastern Cape, I began my professional career in the hospitality industry, working within the fine dining sector in Franschhoek after completing my university studies. The disruption caused by COVID-19 prompted me to reassess my long-term career goals and pursue a career in financial planning.

In September 2021, I began studying towards my Postgraduate Diploma in Financial Planning through Milpark Education while joining Finmap Financial Services in Port Elizabeth. During my time there, I gained experience across a broad range of financial planning disciplines, including investments, tax planning, retirement planning, risk management, and estate planning. I spent two years working as a paraplanner before progressing into a client-facing advisory role managing client portfolios.

Along the way, I completed my Postgraduate Diploma in Financial Planning and obtained my RE5 qualification, further strengthening my technical expertise and commitment to the profession.

I joined Holborn with the goal of establishing myself within the Western Cape market and expanding my ability to provide offshore wealth management solutions for high-net-worth individuals. I am passionate about building long-term relationships with clients and helping them make informed financial decisions through holistic, goals-based financial planning.

Book a free consultation with Walter

The individuals featured on this website are not employed by Holborn Assets (DIFC) Ltd and do not provide advice under the DFSA licence. Holborn Assets (DIFC) Ltd is a separate legal entity authorised and regulated by the Dubai Financial Services Authority.