WATSON WEALTH - Key Persons
Job Titles:
- Managing Partner
- Certified Financial Planner
Elliot Watson is the Managing Partner of Watson Wealth, a highly acclaimed financial firm that has received multiple awards for its excellence.
Elliot is a seasoned Certified Financial Planner (CFP) who has been providing invaluable advice to clients since 2007. His passion lies in helping clients achieve greater enjoyment, freedom, and financial security by creating wealth and minimising risk. Elliot's vision centers around delivering exceptional and personalised services to clients in the Newcastle and Hunter communities.
Elliot embarked on his career in Newcastle in 2007 and has continuously pursued professional growth. In 2016, he established his own business, which has since experienced significant expansion, with offices located at The Junction (Newcastle), Maitland (HQ), and Singleton. In 2020, Elliot further expanded the firm's offerings, introducing Watson Mortgages (mortgage broking) and Watson Legal (specialising in aged care, taxation law, and estate planning). To enhance his ability to serve clients comprehensively, Elliot obtained a mortgage broker license in 2022.
Passionate about growing the Watson Wealth group and making a positive impact on the people of the Hunter Valley, Elliot actively seeks talented professionals to join his team. This includes experienced Financial Advisers, Mortgage Brokers, Administrators, as well as aspiring individuals like Trainee Financial Advisers (including profession year candidates) and Junior Mortgage Brokers. Read more about our award-winning team here.
Driven by a commitment to professional and personal development, Elliot consistently seeks new opportunities to expand his knowledge and expertise. He holds the esteemed title of Certified Financial Planner, the highest level of certification in his profession that is internationally recognised.
Georgia is our Receptionist and is responsible for providing support to our financial planners and their clients.
Securing the future of your family is something that Jose Hernandez is passionate about. A family man with three children,…
Kirsten is our Client Service Officer and is responsible for providing support to our financial planners and their clients.
Qualifications
Kirsten commenced working in financial services in 2022, after having spent over 24 years in retail management. Kirsten commenced as a Receptionist and has progressed into a Client Service Officer role. Kirsten enjoys working closely with clients and helping our clients achieve more.
Nestor Ramirez has over 15 years' experience in the financial planning and mortgage broking profession. He started working in financial planning before moving into mortgage broking.
Nestor is our Senior Mortgage Broker, and helping people achieve the great Australian dream of owning their own home is…
Nestor Ramirez has recently joined our team as a Mortgage Broker. With over 15 years' experience in the financial services profession Nestor previously worked as a financial planner before becoming a mortgage broker. We are thrilled to have Nestor onboard and look forward to what his experience and enthusiasm can bring to the team.
Zari is our Client Service Officer and is responsible for providing support to our financial planners and their clients.
Qualifications
Zari has a Bachelor in Business Management with a double major in Human Resources and Business Economics from the University of Queensland. She has been working in the financial planning industry since 2021.
Zari is our Client Service Officer and is responsible for providing support to our mortgage brokers and their clients.