Eric Walters    
Managing Director
Financial Planner
FCPA(FPS) F Fin FAICD

Eric's particular specialties lie in the provision of advice (a) to clients with complex financial needs and who are 'time poor'; (b) agribusiness; (c) corporate/business superannuation; and (d) wealth creation/protection strategies.

Eric is a senior financial planner at Continuum Financial Planners Pty Ltd and heads the team that monitors accounts and investments for his clients. Eric sets the principles by which the strategies for clients are determined when statements of advice are being prepared in respect of investments and most risk insurance recommendations.

Warwick Bragg
Director
Financial Planner
CPA F Fin

Warwick commenced his financial planning career in July 2005 when he started to transition from his role as an accountant (with McAdam Siemon Pty Ltd). His keen interest in and important role managing the all important IT aspects of the practice continues.

He spent most of the first year undertaking paraplanning roles for the company whilst undertaking his final CPA studies and commencing formal studies in financial planning.

Warwick has a particular interest in wealth accumulation strategies, investment product analysis and portfolio blending. He is also interested in personal risk insurance.

In September 2008 Warwick became a director and shareholder of Continuum Financial Planners Pty Ltd after working for both Continuum and McAdam Siemon for over 7 years.

Peter is an Authorised Representative of Securitor Financial Group Ltd and has a Diploma of Financial Planning and holds the Certified Financial Planner™ designation which he was awarded in 1997.

Since 1994, Peter has had continuous experience in providing financial advice to clients. Leaving Westpac Financial Planning in September 1999, Peter spent a further five years advising clients at Queensland Teachers Credit Union before deciding to commence his own business with Professional Investment Services in September 2004.

On 4th July 2007, Peter moved his business under the Continuum Financial Planners banner under a joint venture agreement. Peter says “This has been a strategic decision based on my desire to increase my commitment and service levels to all of my clients – I have determined that I will be best positioned to achieve this in conjunction with Continuum Financial Planners and Securitor.”

Peter is experienced in dealing with people and providing advice on all aspects of financial planning and particularly enjoys assisting clients in retirement and pre-retirement strategies.

Peter looks forward to continuing to provide quality professional advice aimed at assisting clients meet their personal goals and objectives.

Damien commenced working as an Investment Adviser in 1986. He holds a Diploma of Financial Planning (since 1992); and continued his studies, achieving qualification as a Certified Financial Planner™ in 2000. He has recently become an Authorised Representative of Securitor Financial Group Ltd.

During his professional career he has gained extensive experience in all areas of financial planning; and has built expertise in banking, wealth management, personal insurance, SMSF strategies, salary packaging, corporate super, succession and estate planning, and debt and gearing strategies.

Damien’s experience and expertise was accumulated in the following roles:

• Established and ran a successful Financial Planning firm (with legal firm and chartered accountants as partners);
• Wealth Management Relationship Manager for St George Private Bank;
• State Manager for an Estate and Succession Planning company; and
• Qld & PNG manager for the financial planning arm of one of the big four accounting firms.

Following his passion for working with his clients and delivering them exceptional, personalised service – and after extensive consultation and research into the culture and processes at Continuum - Damien joined Continuum Financial Planners under a joint venture agreement in March 2010.

Damien says that – ‘he is pleased and delighted with the relationship he sees established between Continuum’s advisors and their clients’ going on to say “I look forward to delivering services to my loyal clients with full confidence that I will be able to deliver what I undertake on their behalf.”

Lee began his career in financial planning in August 2008 after completing his university studies. As a Para-planner, under the direction and advice of Continuum’s financial planners, he has begun to learn the nuances of creating advice documents, developing strategies and analysing financial products.

As part of his professional development in the financial planning industry he will be continuing his studies. He has recently completed his Diploma in Financial Planning and is seeking to further his knowledge and skills by completing a Graduate Diploma of Applied Finance.

Lee is seeking to build a strong foundation of knowledge in the industry before venturing into an adviser’s role.

Amy has started out her working life with Continuum Financial Planners, in a Traineeship. She is undertaking a Certificate III in Business Administration and looks forward to continuing her studies beyond this in the Administration area – whilst learning a whole lot of new skills associated with our business and the financial planning industry generally.

She finished her schooling at the end of 2009 and put her post-school weeks to good use – learning how to make a great coffee at one of the more recognized franchises around town: a skill we put to the test regularly.

Amy has a particular interest in matters ‘Arty’ and our marketing efforts are being enhanced by her skills in that area. In this way, she is able to blend personal interest with working life – lucky girl!

Her other interests include playing guitar and spending time with her friends