Elliot Watson is an award-winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. Elliot enjoys helping his clients to create wealth and minimise financial risk. He is passionate about his work and couldn’t imagine doing anything else. With years of experience behind him and having now achieved the highest academic qualifications possible Elliot has decided to commence his own boutique financial planning business. Elliot’s vision is to provide unique and personalised services to clients in the Newcastle and Hunter communities.
Watson Wealth prides itself on strong relationships with its clients, with a focus on open and honest communication.
To ensure his clients receive the best financial advice, Elliot has devoted the last fourteen years of his life to academic studies and on-the-job experience. Elliot is a Certified Financial Planner, which is the highest level of certification that can be reached in his profession and is internationally recognised.
Justice of the Peace
Elliot has been appointed a Justice of the Peace (JP) in the state of NSW. As a JP Elliot is authorised to exercise the functions conferred by or under the Justices of the Peace Act, the Oaths Act or any other NSW Act as required.
As the Director and Senior Adviser, Andrew Shakespeare commenced his financial advice career in 2001 as a Paraplanner and Strategist at JSA Financial Planning Group.
In early 2005 Andrew moved to Sydney to work with MLC where he trained, consulted and guided financial advisers across Australia in the development of financial advice strategies, financial modelling and construction of financial plans (Statements of Advice). During this time Andrew also became a senior trainer of the ‘Paraplanner Academy’ – an intensive program designed to train and develop the skills of paraplanners and financial planning strategists from across Australia.
In 2008, Andrew returned to JSA Financial Planning Group to join his father, Jeff Shakespeare in the expansion of the JSA Group where he has been operating as a Senior Financial Adviser and in 2011 became a Director of the company.
“Traditionally people have seen the need for Financial Advice as only suitable for someone with monies to invest and/or needing to protect their personal risks through insurance. But the financial advice we provide is much broader than this; and should be. Portfolio management and managing someone’s risks only make up part of a client’s overall needs. For instance, my clients might also need help managing their day-to-day cash flow, or just want clarity that they have accumulated enough for retirement, or want to know what options they have in funding say a car, or want to know the ins and outs of property investing. In fact, to meet a client’s goals we might find that investing entails paying down existing debt, investing in themselves through further education, investing in their own business and then of course it could be through the more traditional avenues of shares, property, cash and term deposits. My role is to effectively put myself into the client’s shoes, guide them on the possible strategies and scenarios that they should consider and do what I can to achieve their goals over time.”
Given Andrew’s experience in the Financial Planning Industry, he has been asked to speak at AFA National Conferences and was the main platform speaker at the 2009 Matrix Annual Conference, presenting ‘Running Personal Finances like a Successful Business’.
Andrew’s educational qualifications include:
Andrew has been awarded:
Andrew’s and industry memberships include:
Andrew has also been active in local community workshops helping the public understand how shares and markets operate, teaching apprentices about money and managing their personal finances and being involved in charity raising events. Andrew is married to Melanie and has a daughter Imogen and a son Aksel.
Andrew’s personal interests include:
Rhys’ position as an adviser allows him the opportunity to assist clients with their goals and improve their financial situation. He has been in the financial industry for over 17 years, and continues to enjoy working with clients through all stages of their lives.
He has achieved CFP® (Certified Financial Planner) status, has an ADFP (Advanced Diploma of Financial Planning) and holds specialist accreditation to provide SMSF, shares and gearing advice.
He also holds professional memberships with the Financial Planning Association (FPA) and the Authorised Representatives Association (ARA).
As a father of four young boys, he enjoys spending time with his family and enjoying all that is on offer in the Newcastle region.
Areas of Expertise