On October 10, local Newcastle Financial Adviser Elliot Watson, was honored by taking out the state title in the Value of Advice awards in Sydney.

Mr Watson is now up for the National title to be held in Singapore at the Marina Sands in March next year.

According to Greg Connolly, Head of Financial Planning NSW/ACT, Charter Financial Planning, “Elliot was given the state title as ultimate winner against his process/criteria by a judging panel comprised of an ARA representative, Charter Managing Director Kevin Stone and an AMP Technical Services specialist”.

Source: http://www.newcastlepost.com.au/, 6 November 2013

This editorial provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particularly investment objectives, financial situation and individual needs. Charter Financial Planning and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this editorial. Charter Financial Planning Limited ABN 35 002 976 294 AFSL Licence No. 234665. Principal Address 750 Collins Street GPO Box 2830AA Melbourne VIC 3000.

Leave a Reply

Your email address will not be published. Required fields are marked *

Rethink your possibilities.