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

RetireInvest

AFSL 238429