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Elliot Welch.JPEG

Elliott Welch
Client Services Officer

Elliott brings over a decade of experience in customer service, leadership, and business management, complemented by more than 18 months of dedicated financial planning client support. He is in the final stages of completing his Bachelor of Business with a major in Financial Planning.

In his role, Elliott assists clients by preparing Statements of Advice (SOAs), implementing tailored strategies, and providing ongoing support to both advisers and clients. Elliott enjoys helping people achieve their goals which inspired him to pursue a career in financial planning, where he sees the opportunity to make a meaningful impact on people's lives.

 

Elliott began his journey in the industry while studying, joining a local firm to gain hands-on experience. Today, he values the collaborative and supportive environment of the Zinc Wealth team, where knowledge-sharing and adaptability drive better outcomes for clients.

 

Elliott is a passionate sports fanatic and enjoys understanding the behaviours that drive both individual and team performance of which he seeks to use these principles in coaching, mentoring, and developing people. Outside of work, a keen traveller his travel bucket list includes witnessing the Northern Lights in Europe—a testament to his love for new experiences and personal growth.

Get in touch with Elliott to book your obligation free appointment with one of our advisers today.

info@zincwealth.com.au       07 4688 8000

GET IN TOUCH

We would love to hear from you!

Phone us on 07 4688 8000

OR
 

Email us at info@zincwealth.com.au 

Main Office:

Suite 6

618 Ruthven Street

(PO Box 421)

TOOWOOMBA QLD 4350

Regularly travelling to:

142 High Street                     

STANTHORPE QLD 4380       

 

L2, 13/22 Baildon Street

KANGAROO POINT QLD 4169

39 Hawthorne Street

ROMA QLD 4455

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Zinc Wealth Pty Ltd,  ABN 85 616 916 851, trading as Zinc Wealth is an authorised representative of Zinc Holdings Pty Ltd (ABN 87 679 898 518) (Australian Financial Services Licence No. 564771).  All information and articles on this site are general in nature. They do not consider your personal circumstances. Please consult your financial adviser before acting. Liability limited by a scheme approved under Professional Standards Legislation.

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