ABOUT US

Who we are 

COURTNEY LISTER

Courtney Lister is founder of Continuum Wealth Planning. He is a highly experienced Financial Adviser specializing in all aspects of financial planning, tax minimization strategies, self managed superannuation, personal protection and estate planning.  

Courtney’s strategic approach begins with client’s goals and objectives before then finding solutions through strategy.   Before founding Continuum Wealth Planning, Courtney has held various management roles with Suncorp, Asteron and TAL.  

Courtney has a Bachelor of Commerce (Mktg), an advanced Diploma in Business (Mktg), a diploma of Financial Services and has an industry recognized Self Managed Super Fund Accreditation. Courtney is also an active member of the Association of Financial Advisers (AFA). 

CONTACT

Telephone : 02 9818 3276

E-Mail: courtney@continuumwp.com.au

Office Address:

Suite 18,
2-6 Beattie Street,
Balmain NSW 2041

Postal Address:
PO Box 236 Balmain NSW 2041