Eric Walters

Continuum Financial Planners

Gold
22 Yrs Experience
Upper Mount Gravatt, QLD 4122
Hi. Thanks for reviewing my profile. I am a financial planner with more than twenty years experience in the Industry, and that experience is part of my more than four decades of experience as a qualified accountant. You can read more about me and my financial planning role at our firm's Team Page on our website: go to https://www.continuumfp.com.au/about-continuum/meet-the-team/

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Advice fee is determined after the complexity of the situation is established: single strategy advice based on clearly and concisely provided financial data may be able to be provided at a fee as stated herein, but difficulty in gathering all relevant data, or complexity based on personal circumstances will cause the fee to increase in accordance with the detail set out in the Financial Services Guide we provide.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Continuum Financial Planners

2042 Logan Rd
Upper Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.85
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Eric has acted and given my father and I advice on the handling of all aspects of my Mother's Estate when she passed away. He has continued to monitor and advise my father on his wishes for the handling of his affairs when the time comes for his estate to be actioned. He has given my father and I the full care and professional attention we needed and feel very confident that Eric will continue to do so in the future."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have enjoyed the advice and expertise of Eric since 2012 when my former finance adviser in Melbourne retired. Eric visited regularly driving from Brisbane to the Noosa area. He was always responsive and helped me understand my super scheme and my investment strategies and even met with my brother visiting from Canada. When I asked about ethical and environment financial investments he specially researched the fields. When I decided to migrate to Canada we worked together to sell my investments at the appropriate time. He and his team gave timely advice and kept me fully informed."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Eric has been providing Financial planning advice for us for many years and we have always been impressed with his understanding of our requirements and are very confident that the advice given was always in accordance with our needs. Eric was always on hand at short notice to answer any queries we may have raised"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Eric Walters profile photo

Eric Walters responded on June 2020

"Thank you Gino, for your support and for the kind remarks in this rating. Your cooperative approach to the services I deliver from Continuum Financial Planners has made for a pleasant and efficient process: it is a pleasure to have you as a client."

Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1972

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA
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