Elliot Watson CFP®
About Me
Elliot Watson is a highly experienced Certified Financial Planner (CFP) with a focus on leveraging technology to enhance the client experience. As the Managing Partner of Elliot Watson Financial Planning (EWFP) and Mortgage Broker, he has achieved national recognition and numerous awards. With a holistic approach to financial planning, Elliot helps clients with superannuation, insurance, wealth creation, budgeting, and more. He holds the Certified Financial Planner accreditation (CFP) and is a Mortgage Broker. Elliot's passion for growth extends to expanding the business and welcoming exceptional financial advisers to join the team.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 17 Years
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Licensed By Ri Advice Group Pty Ltd