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 is an Authorised Representative of Lifespan Financial Planning 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. Embodying the Continuum’s motto, Warwick’s approach is deeply rooted in understanding each of his client’s unique situation, listening to their needs, offering tailored solutions, and demonstrating genuine care for their financial well-being.
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, where he has been awarded the Aged Care Specialist designation, showcases his ongoing commitment to excellence and adherence to the highest standards in financial advice.
Warwick’s approach to financial planning exemplifies the ethos of Continuum Financial Planners Pty Ltd, reinforcing the belief that effective financial advice and wealth management solutions are built on a foundation of listening, understanding, and caring for the clients we serve.
