Who We Are

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

Particular specialties that Eric brings to Continuum Financial Planners include the provision of advice/ solutions to:

• clients with complex financial needs and who are 'time poor';
• corporate/business superannuation situations;
• business succession and estate planning needs; and
• wealth creation/protection strategies.

Eric is a senior financial planner at Continuum Financial Planners Pty Ltd and heads a team that provides a diverse range of strategic wealth management advice and services to his clients. As team-leader Eric sets the principles by which strategies for his clients are determined when statements of advice are being prepared whether in respect of investments or risk insurance recommendations.

As the senior Director of the company, Eric is also closely involved in the operational activities and processes of the company, takes a leadership role in relation to marketing and strategic policies and is active in the team’s monitoring of market activity of the various investment products utilised in the portfolios of clients of the company.

Warwick Bragg
CPA F Fin AFP
Director/Financial Planner

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 employer since 1998). His keen interest in and important role managing the all important IT aspects of the practice continues – and is greatly valued: both by the team – and our clients.

In September 2008 Warwick became a shareholder and Director of Continuum Financial Planners Pty Ltd, having undertaking the paraplanning role for the company and starting a portfolio of advised clients - whilst completing his CPA studies and then proceeding with formal studies in financial planning.

Warwick’s professional interests lie in wealth accumulation strategies, investment product analysis, portfolio blending and in personal risk insurance – all of which he delivers efficiently and effectively to an ever-growing portfolio of clients. He is also an active member of Queensland Securitor Circle.

As a working Director of the company Warwick is responsible for HR matters and financial management policy and decisions, contributing at Board level to the development and implementation of company strategic policy generally.

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 Ferguson
Dip FP
Certified Financial Planner^TM

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.

Kathy commenced her career in finance in New Zealand working for one of the big banks from 2003.

She then moved to Australia in 2008 with her husband and son to experience the great lifestyle the sunshine state has to offer.

Soon after arrival in Queensland, Kathy commenced working for Continuum Financial Planners and worked closely with the advisers in developing some new processes and procedures that ensured client services could be delivered efficiently and in a timely way. She commenced her studies towards the Diploma of Financial Planning, showing a particular interest in managing the implementation processes for personal risk insurance. After an absence of a year (or thereabouts) working for one of the major Banks, Kathy re-joined us - and will now be continuing her studies with the aim to complete the Diploma of Financial Planning by the end of 2012 .

"I am very excited to work again with Continuum Financial Planners, renewing acquaintances with clients and assisting them with their service requirements."