Financial Adviser · THE JUNCTION, NSW

Elliot Lionel Watson

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000314920

Elliot Lionel Watson is a financial adviser based in The Junction, New South Wales, with 19 years of experience in the financial services industry. Elliot is currently authorised under Ri Advice Group Pty Ltd. Elliot holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Elliot is a member of CFP Certified Financial Planner (FPA), CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Economics

University of Newcastle

2010

Advanced Diploma Financial Services (Financial Planning)

Kaplan Professional Education

2015

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2015

Certified Financial Planner

Financial Planning Association of Australia Limited

2016

Accredited Listed Product Adviser Program

Kaplan Professional Education

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Ri Advice Group Pty Ltd

Mar 2016 - Present Current

Charter Financial Planning Limited

Nov 2012 - Mar 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Sep 2008 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register