Warwick commenced his financial planning career in July 2005 after transitioning from a career in accounting. By September 2008, his dedication and expertise had elevated him to the roles of shareholder and director of Continuum Financial Planners Pty Ltd.
Warwick's proficiency in wealth accumulation, investment analysis, portfolio management, personal risk insurance, and estate planning is a testament to his commitment to guiding his clients through the complex landscape of financial planning. He is especially adept at facilitating the intergenerational transfer of wealth, ensuring that clients' financial goals and legacy ambitions are met with meticulous planning and personalised strategies. True to Continuum's guiding principle, Warwick’s approach is characterised by a deep commitment to understanding his clients' individual circumstances, actively listening to their needs, and delivering solutions that are both personalised and impactful, all while demonstrating an authentic concern for their financial success.
Holding a Bachelor of Business with specialisations in accounting and commercial computing, along with a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning, Warwick's educational background lays a solid foundation for his professional achievements. He is a Fellow of CPA Australia, where he has been awarded the Financial Planning Specialist designation, along with his association with the Financial Advice Association of Australia, underscores his ongoing commitment of excellence and dedication to the highest standards of financial advice.
Warwick's approach to financial planning not only mirrors the ethos of Continuum Financial Planners Pty Ltd but also serves as a testament to the company's belief that the essence of effective financial advice and wealth management solutions lies in a genuine commitment to listening, understanding, and caring for the clients we are privileged to serve.
Warwick was recommended to me by my Accountant a few years ago, to provide advice in relation to Estate Planning. Consequently, he has been very helpful with my superannuation investments, my personal life insurance protection and helped me with funding advice when putting my wife's father in to an Aged Care facility. Warwick is always very measured in explaining the advice he gives me and I usually leave our meetings with a much clearer understanding of how his recommendations will be to my benefit over the relevant timeframes.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2006
- Years of experience 18
- Graduate Diploma of Financial Planning
- Certified Practicing Accountant (CPA)
Continuum Financial PlannersLevel 3, 12 Mount Gravatt Capalaba Rd
Upper Mount Gravatt, QLD 4122
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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