Elliot Watson is the founder of Watson Wealth, which brings together Elliot Watson Financial Planning, Watson Mortgages, Watson Legal, and Singleton Financial—a collective built to support clients through every stage of their financial journey.

As a Certified Financial Planner (CFP®), the highest global standard in financial planning, Elliot brings extensive expertise and deep commitment to his profession. He is passionate about helping people achieve more in life—whether that’s building wealth, protecting what matters, or making confident financial decisions for the future. To enhance his ability to serve clients comprehensively, Elliot obtained a mortgage broker license in 2022.

Elliot is known for building strong personal connections with clients, taking the time to understand what success looks like for each individual. He believes that no two financial journeys are the same, and the best outcomes come from tailored strategies designed around a client’s unique goals and circumstances.

A lifelong learner, Elliot is constantly expanding his knowledge to stay ahead of industry change and deliver the best possible advice and solutions to his clients.Elliot is also dedicated to giving back to the community. He donates blood, teaches financial literacy to high school students, and provides insight and feedback to industry bodies and members of parliament on key economic and policy issues.

*Authorised Representative of RI Advice Group.

Qualifications

Elliot’s educational qualifications reflect his dedication to continuous learning:

Qualifications

Elliot has been married to Karyn since 2018, and together they’re raising two beautiful daughters, along with their golden retriever and a lively brood of five chickens.

On weekends, you’ll often find Elliot at the park with his girls, out on a walk, or enjoying time outdoors. He loves travelling overseas and discovering new places when the opportunity arises, and he’s always up for a bit of camping or hands-on home renovating.

With a strong interest in global politics and economic policy, Elliot enjoys keeping informed and thinking about the bigger picture—while staying grounded in the everyday joys of family life.

If you’d like to ask Elliot any questions please contact him by phone or email:

Phone: 02 4038 1623
Email: elliot@watsonwealth.com.au

Gary is our Senior Mortgage Broker.

Gary joined Watson Mortgages with the objective of providing his clients with quality solutions and trusted advice to suit their lifestyle.

His ambition is to help all his clients meet their financial goals, now and into the future. Gary believes in challenging the status quo by offering flexible products and expert advice to suit your needs and is a strong believer in thinking differently and has processes that is simple to understand and will hold your hand throughout the way.

Gary believes in the principal of ‘client for life’ and will strive to service more than one generation in every family.

Qualifications

Gary has over 40 years experience in the Finance Industry. He has held Senior Lending positions with the State Bank of NSW, Aussie Home Loans, Wizard Home Loans, Australian School of Mortgage Lending, Creative Lending Solutions and Yellow Brick Road.

Personal Life

Gary is married to his wife Kellie of 20 years and has a 15 year old daughter. Gary enjoys family trips to the Hunter Valley to enjoy good food and wine. In his spare time Gary loves his Football, Supercars and Cricket but mostly enjoys preparing dinner parties for family and friends.

If you’d like to ask Gary any questions please contact him by phone or email:

Phone: 02 4018 7505
Email: gary.gilbert@watsonwealth.com.au