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 us part time, she is at home looking after her three, energy filled boys. Before coming to work with us Cara had worked as an Account Director in a research firm in Sydney and a Product Manager developing private label products for the major supermarkets. So, let’s learn more about Cara…
What does a normal day at work consist of for you?
I look after all our marketing functions, so on any given day I can be editing videos, organising a photo shoot, surveying our clients or writing Facebook posts, website content or press releases. There is a lot of variety in my role which I enjoy.
What do you like about working in the financial advice sector?
Whilst I don’t work in client servicing part of the business, I enjoy working for a business which makes a positive impact on people’s lives. I love being part of that.
What do you like to do on the weekends?
We recently purchased a camper trailer, so I like to take the family camping and let the boys run free, get amongst nature and away from technology. I’m a massive foodie, so I also love to cook and try out new restaurants.
What do you love about Newcastle?
I love the ease of the city. Everything you want is only a 15 min drive whether it be the beach, the CBD or a spot of shopping. After living in Sydney, I truly appreciate Newcastle’s relaxed pace.
What is the best piece of financial advice you have ever been given?
When I was 18 and first started working my mum advised in me to make a budget and stick to it. I started off with a folder which I put money in for bills and have since moved onto a (very) detailed excel spreadsheet. I run our family like a small business from the spreadsheet, but it helps to keep us on track.
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.