Elliot Watson

Elliot Watson Financial Planning

Platinum
15 Yrs Experience
The Junction, NSW 2291
Elliot Watson is an award winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. Elliot loves his career path and couldn’t imagine doing anything else. In 2016 Elliot started his own boutique business with the vision of providing personalised services to the Newcastle and Hunter communities. Elliot Watson Financial Planning Pty Ltd prides itself on strong relationships with its clients with a focus on open and honest communication.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

First we meet for a complimentary meeting to determine if we want to work together and how I can help you. Once I identify the scope of the advice I will give you a quote. You can choose to proceed or not. I will not pressure you.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Elliot Watson Financial Planning

Suite 5, 19 Kenrick St
The Junction, NSW 2291

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
14 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Excellent adviser. Very knowledgeable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elliot has been our adviser for many years and gives us great advice which is helping us achieve our goals which includes retirement. We have recommend Elliot to friends, family and business colleagues"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"...."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Elliot is someone who I would highly recommend. He is very thorough in the advice he provides and always leaves his clients feeling well informed. Elliot can assist clients with their retirement planning to ensure they meet their financial goals and improve their quality of life for years to come. Elliot is very experienced in his field and is a wealth of knowledge."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elliot is very thorough in his research and preparation and understands the importance of protecting current assets whilst looking for opportunities to improve your financial position and clearly communicating what the eventual outcome will be."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would recommend Elliot to others that need financial guidance / assistance."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I needed to establish a retirement strategy for my wife and I. We discussed our goals and objectives with Elliot and he prepared a very comprehensive report for us. His advice provided us with the investment strategies that met our current risk profile and showed us how to maximise our income in retirement, under current tax legislation. Elliot's customer service and attention to helping us to meet our goals and objectives was fantastic. Elliot’s advice has given us the ability to enjoy our retirement in a comfortable manner, knowing we have financial security. We have recommended Elliot to our friends who are looking for a very competent financial planner to manage their financial affairs."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elliot has been great to work with and I am very confident in my long term financial goals that have been established."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Financial Services Training Package

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2014

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2007

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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