Warwick Bragg

Continuum Financial Planners

4.50
1 Review
Gold
18 Yrs Experience
Upper Mount Gravatt, QLD 4122

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Continuum Financial Planners

Level 3, 12 Mount Gravatt Capalaba Rd
Upper Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892