I have been involved in the finance industry since 1995 working with some major insurers in underwriting, claims and learning and development roles. During this time, I completed courses in medical terminology, Diploma of Financial Planning and financial underwriting. I have worked as a Financial Adviser since June 2008 and I have extended my knowledge not only of insurance but gained SMSF, taxation and estate planning qualifications.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualifications
- Chartered Life Practitioner (ChLP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Elliot Watson Financial Planning
Suite 5, 19 Kenrick StThe Junction, NSW 2291
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429