Continuum Financial Planners Pty Ltd (ContinuumFP) was a Corporate Authorised Representative (CAR) of the Securitor Financial Group Ltd (Securitor) from 2003, until July 2019: its principals had been Authorised Representatives of Securitor since becoming financial planners (respectively in 2000; and in 2008). As from 30 July 2019, consequent upon the decision by Westpac to withdraw from all services associated with the provision of personal financial planning advice, ContinuumFP has been accepted – and now trades – as a CAR of Lifespan Financial Planning Pty Ltd (LifespanFP); and our financial planners all became Authorised Representatives of LifespanFP as from that date.
In 2010, ContinuumFP was presented the Securitor Queensland Practice of Year Award.
The principals of ContinuumFP were frequently awarded service awards for their time with Securitor – and annually were assessed at high levels of Compliance by the Dealer Group’s officers.
Client testimonials are published on this website’s ‘Clients Say’ Page, attesting to the level of satisfaction they experience in their dealings with their respective advisers. Please click on the linked words Clients Say to read more.
ContinuumFP evolved from an accounting practice where its principals worked to strict ethical guidelines provided by the self-regulating professional body, CPA Australia. In that capacity, as accountants in Public Practice, they were subject to – and passed with high recommendation, the CPA Quality Assurance program testing.