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/
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.
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.
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.
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
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2000
- Years of experience 22
- Graduate Diploma of Financial Planning
Continuum Financial PlannersLevel 3, 12 Mount Gravatt Capalaba Rd
Upper Mount Gravatt, QLD 4122
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning