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Multi-Award-Winning Financial Planner

AFA Adviser of the Year (Finalist) - 2019

The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards.

ifa Holistic Adviser of the Year (Finalist) - 2019

The ifa showcases and acknowledges leading independent advisers through their annual Excellence Awards. 

Practice of the Year - 2018

Award from RI Advice recognising the best practice of the year.

AFA Adviser of the Year (Finalist) - 2018

The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards.

Risk Practice of the Year - 2017

RI Advice Group follows a great tradition of recognising the best performers within its network.

Value of Advice Award (NSW) - 2013

An award from Charter Financial Planning recognising financial advisers who have created positive change in the lives of their clients.

Elliot Watson
FPA Aged Care Specialist Logo

Elliot Watson is a multi-award winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. He enjoys helping his clients to achieve more – more enjoyment, more freedom, more security – through creating wealth and minimising financial risk. Elliot’s vision is to provide unique and personalised services to clients in the Newcastle and Hunter communities.

*Authorised Representative of RI Advice Group


To ensure his clients receive the best financial advice Elliot has devoted the last fifteen 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.

Qualifications include:

Bachelor of Economics, University of Newcastle
Advanced Diploma in Financial Services (Financial Planning), Kaplan
Diploma in Financial Services (Financial Planning), Kaplan
Accredited Aged Care Professional
Justice of the Peace

Personal Life

Elliot has lived in the Hunter region all his life. Recently married, he lives in East Maitland with his wife Karyn and dog Costello. Elliot and Karyn spend their weekends renovating their home and love travelling both overseas and in Australia when they get the chance.

Elliot enjoys bike riding in his spare time. In 2009 he cycled around Tasmania with some of his friends. The cycling expedition took over 30 days and allowed Elliot to take in a lot of Tasmania’s breath taking scenery and conquer some of its biggest hills. Often at the end of a day’s hard ride Elliot was able to relax and unwind by indulging in some of the ales offered at local pubs. On one particular day Elliot cycled over 100 kms on a corrugated dirt road with a broken seat until he reached the next town.

A supporter of the Collingwood Magpies Elliot enjoys visiting Melbourne to watch them play.

Elliot missed his calling as an astronaut but would like to travel to the moon on Virgin Galactic for a holiday one day.

If you’d like to ask Elliot any questions please contact him by phone or email:

Phone: 02 4038 1623

Karyn, Elliot and Costello the dog
Elliot MTB
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