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. The accolade of Adviser of the Year is awarded to extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer centricity and commitment to professional excellence. This year Elliot Watson, from Elliot Watson Financial Planning, was named as one of the three finalists for Adviser of the Year.
The judging process, held over five 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 where selected to participate in the finalist showcase which involved a 15-minute presentation and a 30-minute Q&A session including a case study.
The great results of the client survey gained Elliot Watson entry into the Trusted Adviser network.
Listen to Elliot on the AFA Awards Podcast
Risk Practice of the Year - 2017
Congratulations to Elliot Watson Financial Planning on achieving a recent award for Risk Practice of the Year 2017. The “Awards of Excellence” Reward and Recognition program at RI Advice Group follows a great tradition of recognising our best performers within the network. The top performing advice practices are collectively recognised as our Platinum Club. In 2017, Elliot Watson Financial Planning was recognised as the Risk Practice of the Year and was recently presented with this award at the RI Advice annual conference, Connect 2018, held in our nation’s capital, Canberra.
With his energetic team operating out of their office in Newcastle, Elliot manages a holistic financial advice firm, with a keen focus on risk and personal insurance advice. He and his team believe that with the appropriate level of personal protection, every Australian can have greater peace of mind that they can continue to live comfortably even when accidents or illness occurs – which is an unfortunate reality for all too many of us.
As a boutique financial planning business, Elliot Watson Financial Planning has a simple motto: “Achieve More.”
Elliot has built a team who love coming to work every day. They are passionate about what they do and pride themselves on continuing their education, learning and personal development so they can assist all their clients. They are proud of the work they do. The underlying values and passion are what has driven this young and dynamic business to achieve the RI Advice Platinum Club 2017 award of Risk Practice of the Year.
Elliot is a truly dynamic financial adviser who is self-driven, determined and a natural entrepreneur. We firmly believe he, and the team, will continue to grow under Elliot’s leadership and deliver quality, appropriate and sound financial advice to their growing client base.
Congratulations Elliot and the team, a fantastic achievement and well deserved.
CEO of RI Advice Group
Value of Advice Award - 2013
Elliot Watson did not get into financially advising to be given awards. But in helping a struggling woman through one of the toughest periods of her life, the 29-year-old was presented the 2013 Value and Advice Award for NSW last Thursday in Sydney.
The award from dealer group Charter Financial Planning is selected from a panel based on their valuable advice to clients in terms of creating change in their lives.
Mr Watson saved his client almost $70,000 in tax after she had developed post traumatic stress syndrome after 20 years in the NSW Police Force.
The East Maitland man said to be able to help his client was worth more than any award.
“Obviously it was very nice, but it’s not why you do it,” he said.
“She had been going through a tough time and basically after accumulating 20 years of having to deal with things she was unable to work and had trust issues and was having trouble getting on with her life.
“The NSW Police Force have an exiting program for people like her and I was able to give her the right advice when she needed it, which saved her up to $70,000 in tax, which was fantastic.
“Obviously saving that amount of money was great but to be able to help her through that time when she was very stressed and confused was the most important part.”
The former captain of Maitland Grossmann High School began working for Newcastle Financial Planning in 2006 before acquiring his license in July 2007.
Mr Watson’s client was thankful for his help.
“I can only offer praise and gratitude to Elliot,” she said.
“I was referred to him when my life was in turmoil.
“Elliot helped me make important decisions and has enabled me to get on with life with a secure outlook, both financially and personally.
“I cannot thank Elliot enough for everything he’s done for me, he went above and beyond the call of duty.”