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 working in the insurance industry specialising in general insurance, life insurance and workers compensation. We are excited to have Michelle on board, bringing extensive experience and great energy into the Elliot Watson Financial Planning team. Michelle works from our admin hub in East Maitland between the hours of 9am and 3pm. So, let’s get to know Michelle…
What does a normal day at work consist of for you?
My role is to support Elliot and our clients. I answer the phone, book review meetings, help implement advice and complete general office management duties. I enjoy being busy, so this role is perfect.
What do you like to do on the weekends?
My weekends are full. I am a mum of two beautiful daughters, so my weekends consist of a lot of ferrying them around. When we get the chance my family and I love to go bush walking or swimming. I also enjoy catching up with friends at the local cafe and to wind down I love to read with my fur baby “Ally” the cat by my side.
What is the best piece of financial advice you have ever been given?
I was told it is important to focus on paying of your mortgage and once that is paid focus on saving for retirement. I think this is great advice as too many Australians retire and don’t get to have the lifestyle in retirement they’d hoped for.
What do you love about Newcastle and the Hunter?
I love spending time in Newcastle. The beaches, wineries and cafes provide so much to do. I find something new each week, it is a beautiful part of the country to live in.