Local Certified Financial Planner, Elliot Watson has been named as a finalist in the ifa Excellence Awards for Holistic Adviser of the Year.
Elliot Watson, the Managing Partner at Elliot Watson Financial Planning, said that he was humbled to be recognised and proud to be a part of such an exclusive network.
“Elliot Watson Financial Planning’s recognition for its excellent contribution to the holistic financial planning industry reinforces the strength of the brand in connecting with the community and engaging with its clients,” Elliot said.
Celebrating its sixth year, the ifa Excellence Awards, in partnership with Colonial First State, is the pinnacle event for the nation’s independent financial advice sector.
The awards recognise the outstanding success of Australia’s independent and non-aligned advice community, including advisers, licensees, support staff and practices.
The finalist list, which was announced on 18 July, features over one-hundred and forty high-achieving finance professionals across twenty categories.
ifa Editor, James Mitchell said the ifa Excellence Awards are a great opportunity to showcase the finance industry, which has been experiencing set difficulties.
“The past year has been a difficult one for the industry but the ifa Excellence Awards is a chance to honour and showcase an industry that strives to be a guiding light in the lives of its customers,” James said.
“These finalists have not only survived one of the toughest years for the industry but they have thrived. They have created their own opportunities and will be the leaders of the industry moving forward.
“Congratulations to all the finalists, there were a lot of nominations and it came down to the wire for a lot of categories. Good luck and we look forward to seeing you all at the ceremony later this year.”
The winners will be announced at a five-star gala dinner on Friday, 6 September at the Four Seasons Hotel, Sydney.
In 2018, Elliot Watson Financial Planning was awarded Practice of the Year (Small Business), recognising the businesses excellence in providing financial advice within the RI Network.
IMAGE | Elliot Watson named a finalist at the ifa Excellence Awards for Holistic Adviser of the Year.