The recovery rally marches on Global shares rose 3.3% and 0.6% in hedged and unhedged…
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.
The information within, including tax, does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.
The views expressed in this publication are solely those of the author; they are not reflective or indicative of licensee’s position and are not to be attributed to the licensee. They cannot be reproduced in any form without the express written consent of the author.
Elliot Watson Financial Planning Pty Ltd and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.