ELLIOT LIONEL WATSON
Financial Adviser · The Junction, NSW
📚 Qualifications & Training
2007 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
2010 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2015 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP Certified Financial Planner (FPA)
CFP – Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.