Elliot Watson is an award winning Certified Financial Planner (CFP) and mortgage broker who has been providing advice to clients since 2007. Elliot enjoys helping his clients to create wealth and minimise financial risk. He is passionate about his work and couldn’t imagine doing anything else.
With years of experience behind him and having now achieved the highest academic qualifications possible Elliot has decided to commence his own boutique financial planning business. Elliot’s vision is to provide unique and personalised services to clients in 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.
To ensure his clients receive the best financial advice Elliot has devoted the last seventeen years of his life to academic studies and on the job experience. Elliot is a Certified Financial Planner, which is the highest level of certification that can be reached in his profession and is internationally recognised.
- Master of Financial Planning – CERTIFIED FINANCIAL PLANNER® (CFP®), Deakin University
- Certificate IV in Finance and Mortgage Brokering
- Mortgage Broker and member of the MFAA
- Bachelor of Economics, University of Newcastle
- Advanced Diploma in Financial Services (Financial Planning), Kaplan
- Diploma in Financial Services (Financial Planning), Kaplan
- Justice of the Peace
Elliot has been appointed a Justice of the Peace (JP) in the state of NSW. As a JP, Elliot is authorised to exercise the functions conferred by or under the Justices of the Peace Act, the Oaths Act or any other NSW Act as required.
Suite 5, 19 Kenrick St The Junction NSW 2291
Excellent adviser. Very knowledgeable.
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
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.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2007
- Years of experience 16
- Bachelor of Economics
Elliot Watson Financial PlanningSuite 5, 19 Kenrick St
The Junction, NSW 2291
- 9:00am – 5:00pm Monday – Friday