Elliot Watson
Financial Adviser
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About
Elliot Watson is an ASIC-registered financial adviser dedicated to helping individuals and families in The Junction, NSW, achieve their financial goals. With a Bachelor of Economics from the University of Newcastle (2007), an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional Education (2010), and CFP certification from the Financial Planning Association of Australia Limited (2015), Elliot possesses a strong foundation of knowledge and expertise. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), Elliot adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Elliot is passionate about empowering his clients to make informed financial decisions and build a secure future. He offers tailored advice and strategies in the following key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Elliot today to schedule a consultation and discuss your needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Elliot Watson provide?
Elliot Watson specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What qualifications does Elliot Watson have?
Elliot Watson holds a Bachelor of Economics from the University of Newcastle, an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional Education, and CFP certification from the Financial Planning Association of Australia Limited.
What is the process for working with Elliot Watson?
The process typically begins with an initial consultation to understand your financial goals and current situation. Elliot will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Elliot?
You can expect a warm, professional, and informative discussion about your financial goals and concerns. Elliot will take the time to understand your unique circumstances and provide clear, easy-to-understand advice.
Is Elliot Watson a fiduciary?
As a Certified Financial Planner (CFP), Elliot adheres to a strict code of ethics and acts in the best interests of his clients at all times.
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