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May 2018 - Newsletter
Risk Practice of the Year 2017
 
 
Last month Elliot Watson Financial Planning was awarded Risk Practice of the Year 2017 at the RI Advice annual conference, Connect 2018, held in Canberra. Needless to say we are very proud and would like to thank our clients for their continued support.
 
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Change Of Contact Details
 
EWFP will be taking over its own administration and NFPG will no longer provide support for enquiries. Our new contact details are:

Phone: 02 4038 1623
Postal Address: PO BOX 5, East Maitland NSW 2323
Email:
admin@elliotwatson.com.au


For admin support please contact 02 4038 1623 or email admin@elliotwatson.com.au Suite 1, 19 Kenrick Street The Junction will be a meeting room location only.

We will introduce new employees as our expansion continues in the coming months.
 
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Introducing Peter Dale | Graduate Financial Planner
 
 
Welcome Peter Dale to the Elliot Watson Financial Planning team. Peter has come on board as a Graduate Financial Planner. He holds a Masters of Business (Property), previously working as a Property Assets Manager.

This is a career change for Peter and he is ecstatic to have the opportunity to be mentored by Elliot while he furthers his studies. Peter has been interested in finances for decades, but his attraction to financial planning comes from its unique ability to help people achieve their life goals.

Peter, his wife Gill, and their six-year-old son Ethan are currently building a new home in Gillieston Heights and hope to be moving in shortly.

You will be hearing from Peter soon as he will be supporting Elliot with your yearly review.
 
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Business Info
PO BOX 5
East Maitland NSW 2323
Phone: 02 4038 1623
Email: admin@elliotwatson.com.au
Website: www.elliotwatson.com.au

Disclaimer
Elliot Watson Financial Planning Pty Ltd* and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 AFSL 238429.

The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.
 
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© 2018 Elliot Watson Financial Planning
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Watson Wealth · PO Box 5 · East Maitland, NSW 2323 · Australia

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