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Elliot Watson Financial Planning is powered by Newcastle Financial Planning Group (NFPG). NFPG is a collective of independent financial planners, utilising shared resources such as office space and administration support and services.

Elliot Watson has been working with the skilled and knowledgeable staff at NFPG for over 10 years. The additional administrative support that NFPG provides enables Elliot to focus more on his clients and the financial strategies they require to get you to their goals.

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Introducing the NFPG Support Staff

To book a meeting with Elliot, contact Amber or Karinne.

Contact Kristy for ongoing administration support with your portfolio. Kristy can help you with such things as:

  • Change of address
  • Update details
  • Insurance policy queries
  • Fund manager queries
  • Transacting
  • Centrelink Schedules
  • Explanation of correspondence you may have received regarding you superannuation, insurance and alike.

Amber Jones

Administration Officer

Karinne Mackenzie

Administration Officer

Kristy Coulin

Operations Manager

Stacey Hodges

Customer Services Officer

Our Process

Timeline
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