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Multi-Award-Winning Financial Planner

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

Elliot Watson is a multi-award winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. He enjoys helping his clients to achieve their goals through creating wealth and minimising financial risk. Elliot’s vision is to provide holistic and personalised financial services to clients in the Newcastle and Hunter communities.

*Authorised Representative of RI Advice Group

Education

Elliot is a Certified Financial Planner, which is the highest level of certification that can be reached in his profession and is internationally recognised. Elliot has devoted the last fifteen years to academic studies and on the job work experience.  Elliot is committed to continual study to keep him at the forefront of his industry.

Qualifications include:

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
Accredited Aged Care Professional
Justice of the Peace

Personal Life

Elliot lives in East Maitland with his wife Karyn, baby Mia and dog Costello.  Like a lot of young families, Elliot and Karyn spend most of their weekends renovating their house.  When they get the chance, they enjoy travelling overseas.

Elliot also enjoys bike riding in his spare time. In 2009 he cycled around Tasmania with some of his friends. The cycling expedition took over 30 days and allowed Elliot to take in a lot of Tasmania’s breath-taking scenery.

The Collingwood Magpies are Elliot favourite teams and he enjoys visiting Melbourne to watch them play when he gets the chance.

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

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

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