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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 centric approach Elliot has towards providing quality and comprehensive advice, helping his clients to achieve more.
It has been a big year for Elliot and his team. These nominations come quickly after being awarded RI Practice of the Year 2018.
AFA Adviser of the Year Award 2019
Elliot Watson has been named, for the second year in a row, as one of three finalists in the Association of Financial Advisers (AFA) Adviser of the Year Award.
AFA CEO, Philip Kewin said the Award, which is now in its 16th year, recognises extraordinary and visionary individual advisers. “The Award celebrates the qualities of leadership, innovation, client-centricity and commitment to professional excellence. The finalists for this year’s Award have proven themselves to be true leaders of our profession.”
The judging process, held over four months, started with written applications, then telephone interviews from which the top five finalists were selected. The next step involved site visits, client surveys and compliance audits. From that round of judging the top three finalists were selected to participate in the finalist showcase on the 13th August which involved a 15-minute presentation and a 30-minute Q&A session including a case study.
The AFA 2019 Adviser of the Year, which has been supported by Zurich since inception, will be announced on 29 August 2019 at the Gala Dinner held during the AFA Conference in Adelaide.
ifa Excellence Awards – Holistic Adviser of the Year
Elliot has also been announced as finalist in the Independent Financial Advisers (ifa) Excellence Awards for Holistic Adviser of the Year 2019. As one of ten finalists, Elliot is being recognised amongst Australia’s leading independent financial advisers for providing comprehensive financial advice. The winners will be announced at an awards ceremony on Friday 6 September in Sydney.
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