Multi-Award-Winning Financial Planner

RI Advice Platinum Award Winner - 2021

The platinum award recognises that we are one of the top 15 practices nationwide across the RI Advice network.

AFA Adviser of the Year (Finalist) - 2019

The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards.

IFA Holistic Adviser of the Year (Finalist) - 2019

The ifa showcases and acknowledges leading independent advisers through their annual Excellence Awards.

Practice of the Year - 2018

Award from RI Advice recognising the best practice of the year.

AFA Adviser of the Year (Finalist) - 2018

The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards.

Risk Practice of the Year - 2017

RI Advice Group follows a great tradition of recognising the best performers within its network.

Value of Advice Award (NSW) - 2013

An award from Charter Financial Planning recognising financial advisers who have created positive change in the lives of their clients.

Elliot Watson is the founder of Watson Wealth, which brings together Elliot Watson Financial Planning, Watson Mortgages, Watson Legal, and Singleton Financial—a collective built to support clients through every stage of their financial journey.

As a Certified Financial Planner (CFP®), the highest global standard in financial planning, Elliot brings extensive expertise and deep commitment to his profession. He is passionate about helping people achieve more in life—whether that’s building wealth, protecting what matters, or making confident financial decisions for the future. To enhance his ability to serve clients comprehensively, Elliot obtained a mortgage broker license in 2022.

Elliot is known for building strong personal connections with clients, taking the time to understand what success looks like for each individual. He believes that no two financial journeys are the same, and the best outcomes come from tailored strategies designed around a client’s unique goals and circumstances.

A lifelong learner, Elliot is constantly expanding his knowledge to stay ahead of industry change and deliver the best possible advice and solutions to his clients.Elliot is also dedicated to giving back to the community. He donates blood, teaches financial literacy to high school students, and provides insight and feedback to industry bodies and members of parliament on key economic and policy issues.

*Authorised Representative of RI Advice Group.

Qualifications

Elliot’s educational qualifications reflect his dedication to continuous learning:

CERTIFIED FINANCIAL PLANNER® (CFP®), Deakin University

Bachelor of Economics, University of Newcastle

Advanced Diploma in Financial Services (Financial Planning), Kaplan

Diploma in Financial Services (Financial Planning), Kaplan

Certificate IV Finance and Mortgage Broking

Accredited Aged Care Professional

Justice of the Peace

Personal Life

Elliot has been married to Karyn since 2018, and together they’re raising two beautiful daughters, along with their golden retriever and a lively brood of five chickens.

On weekends, you’ll often find Elliot at the park with his girls, out on a walk, or enjoying time outdoors. He loves travelling overseas and discovering new places when the opportunity arises, and he’s always up for a bit of camping or hands-on home renovating.

With a strong interest in global politics and economic policy, Elliot enjoys keeping informed and thinking about the bigger picture—while staying grounded in the everyday joys of family life.

If you’d like to ask Elliot any questions please contact him by phone or email:

Phone: 02 4038 1623
Email: elliot@watsonwealth.com.au