Meet Jose Hernandez Jose has recently joined our team in the role of Adviser Support. With over 13 years’ experience in the profession Jose previously worked as a Financial Adviser at Strategic Asset Management Group. We are thrilled to have…
Elliot has been recognised as a finalist in two separate national awards, cementing him at the pinnacle of the financial planning profession. Being named a finalist for these two prestigious awards is testament to the dedication to excellence and client…
Meet Andrew Larkin We are excited to share that Andrew Larkin has joined the Elliot Watson Financial Planning team in the role of Adviser Support. Andrew will be working closely with Elliot to support him on delivering comprehensive advice to…
Meet Gary Watson Gary recently joined the Elliot Watson Financial Planning team as a Financial Adviser, specialising in aged care. Combining his extensive legal skills with his vast financial planning knowledge, makes for a perfect combination of experience for helping…
Behind the Scenes at Elliot Watson Financial Planning Michelle recently joined our administrative team, working alongside Hannah to support Elliot and our clients. Michelle holds a certificate III in General Insurance and Business Administration and has over 20 years’ experience…
Behind the Marketing for Elliot Watson Financial Planning Cara has worked with Elliot Watson Financial Planning since 2016. She holds a Bachelor of Business, majoring in marketing and management, from the University of Newcastle. When Cara is not working with…
The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards. The accolade of Adviser of the Year is awarded to extraordinary and visionary advisers, recognising qualities of…
Hannah has been with us since 2018 and is an integral part of our team. She has over a decade of experience working in the financial advice profession and she previously worked as a financial adviser, compliance officer and customer…
In the Federal Budget on Tuesday night, the Treasurer announced a number of tax reforms to superannuation. Mr Morrison said the Turnbull Government’s objective is to ensure tax concessions are better targeted to those who need incentives to save for…