Meet the financial planning services team
Clients appreciate the personalised wealth management services they receive from the Continuum Financial Planners’ qualified and experienced financial planning services team. A key element of our preparedness for delivering client services, is the holding of relevant formal qualifications – and backing that up with continuous education in fields appropriate to the products and services we offer. Below we give you the opportunity to meet the team.
Their roles at ContinuumFP are detailed below: you are invited to contact any of us using the links included in our bios below.
Warwick leads the Continuum Financial Planners’ team through his work with the online procedures and processes to generate advice documents, using technology to keep the processes efficient and cost effective for our clients. His accounting background is invaluable to helping clients with their financial goals.
Warwick Bragg FCPA(FPS) AFP
Warwick commenced his financial planning career in July 2005 when he transitioned from his role accounting role. In September 2008 Warwick became a shareholder and Director of Continuum Financial Planners Pty Ltd.
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. His advisory and management pursuits have made a mark on the industry and this has been recognised in his appointment to membership of Queensland Securitor Circle in 2010 – a position he held for the duration of that specialist adviser group prior to the closure of Securitor as an AFSLicensee.
As a working Director of the company Warwick is responsible for HR matters, financial management policy and decisions; and IT infrastructure and maintenance, contributing at Board level to the development and implementation of company strategic policy generally. His role ensures the efficient delivery of ContinuumFP’s financial planning services.
Warwick holds a Bachelor of Business majoring in accounting and commercial computing, Diploma of Financial Services (Financial Planning); and a Graduate Diploma of Financial Planning. He is a member of CPA Australia with the status of Fellow of that organisation (and he has been awarded the Financial Planning Specialist designation by them). Warwick is also an associate member of the Financial Planning Association of Australia.
Warwick’s membership of FPA can be verified here.
Eric contributes to the efficiency of the team at Continuum Financial Planners with updating the website, maintaining our presence on social media platforms; and researching investment strategies and economic developments. Eric’s extraneous interests are in Governance – and support for equine eventing.
Eric Walters FCPA(FPS)
After 28 years as an accountant in public practice Eric commenced his work in the financial planning industry in October 2000. During his professional career, Eric has advised clients on a wide range of financial and general investment matters, whilst providing strategic business services to entrepreneurs and senior managers. Particular specialties that Eric brings to Continuum Financial Planners include the provision of advice/ solutions to:
- clients with complex financial needs and who are generally, ‘time poor’;
- business succession and estate planning needs; and
- wealth creation/ protection strategies.
Eric is a senior financial planner at Continuum Financial Planners Pty Ltd and works with a financial planning services team that provides a diverse range of strategic wealth management advice and services to his clients. Eric is involved in developing the principles by which strategies for the Company’s clients are determined, 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.
Eric has a personal presence on a number of social media sites (more active on some than on others), as well as posting to: Linked In, Facebook and Twitter on behalf of the Company. You can contact Eric directly, using this form; you can download a contact vCard here; and you can view Eric’s FSG Adviser Profile here.
Damien has a wealth of experience in financial planning businesses which, together with his wealth management expertise, brings a valued and independent viewpoint to the Continuum Financial Planners’ discussion table. His extraneous interest is in Conservation; and in assisting the rural community in their wealth management goals.
Damien Ferguson Dip FP
Certified Financial PlannerTM
Damien commenced working as an Investment Adviser in 1986. He is currently an Authorised Representative of Lifespan Financial Planning Pty Ltd.
During his professional career he has gained extensive experience in all areas of financial planning services; 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 has been accumulated in the following roles:
- Senior Wealth Manager for St George Private Bank.
- Qld Manager for boutique specialist Estate and Succession Planning company.
- Qld & PNG manager for the private wealth division of one of the big four accounting firms.
- Established and ran successful Financial Planning firm, in partnership with a legal firm and chartered accountants.
- Projects officer contracted to Qld Dairy Organisation delivering succession/transition programs and solutions.
- Project Leader contracted to AgForce Qld delivering community engagement programs in regional Qld.
Damien holds a Diploma of Financial Planning (since 1992); and continued his studies, achieving qualification as a Certified Financial Planner™ in 2000.
His status as a Certified Financial Planner can be verified here.
Nick Mason has joined the Team as our Financial Planning Assistant. Nick will field the majority calls coming into the office and will attend to emails that are directed to our generic email address published elsewhere in this site. He will be processing documentation, arranging appointments and doing his best to service our client needs (as well as those of other stakeholders such as referrers, industry representatives etc). As of March 2022, Nick is new to the financial planning industry, but is showing a passion for learning about it – and for working on client matters, and with clients.
Nicholas (Nick) Mason B Bus (Acctg, Finance)
Financial Planning Assistant
Nick joined the team at Continuum Financial Planners Pty Ltd in March 2022 as the Financial Planning Assistant to our advice team.
He holds a Bachelor of Business with majors in accounting and finance. After spending some time travelling, and dabbling in some commercial entrepreneurial pursuits, he resumed his professional development, undertaking a Diploma of Financial Planning.
Nick has always had a keen interest in personal finance and aims to become a qualified Financial Planner in the future. In his spare time, he enjoys camping/hiking, live music, and watching the AFL.