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Elizabeth Watson

Elizabeth Watson

Client Service Consultant

Followers of Elizabeth Watson516 followers
location of Elizabeth WatsonGreater Melbourne Area

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  • Timeline

  • About me

    Adviser & Partner

  • Education

    • Financial Planning Association (FPA)

      2011 - 2013
      Certified Financial Planner (CFP)

    • Sacre Coeur

      1998 - 2002

    • University of Melbourne

      2003 - 2007
      BSc Physics

  • Experience

    • MLC

      Jan 2007 - Jan 2009
      Client Service Consultant

    • NAB Private

      Jan 2009 - Mar 2010
      Client Service Co-Ordinator

    • NAB

      Jan 2010 - Jan 2016
      Associate Adviser

    • JBWere

      Jan 2016 - Jan 2024

      • Director

        Jan 2023 - Jan 2024

      • Wealth Adviser

        Jan 2019 - Jan 2023

      • Associate Adviser

        Jan 2016 - Jan 2019

    • Koda Capital

      May 2024 - now
      Adviser & Partner

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Financial Advice Association Australia (FAAA)

    • Foundations of Directorship

      Australian Institute of Company Directors
      Jan 2025

    • Advanced Open Water Diver

      PADI
      Mar 2015

  • Volunteer Experience

    • Board Member

      Issued by Latitude: Directions for Young People on Dec 2023
      Latitude: Directions for Young PeopleAssociated with Elizabeth Watson

    • Pet Therapy Team

      Issued by Lort Smith on Feb 2021
      Lort SmithAssociated with Elizabeth Watson