Elliott Welch
Provisional Financial Adviser

Elliott is a Provisional Financial Adviser who is currently completing his professional year. As part of his financial planning experience, he has provided end-to-end solutions from initial meeting to the implementation of advice. While in his role as a paraplanner, Elliott has prepared tailored advice strategies in the form of Statements of Advice (SOAs). Elliott is passionate about helping people to achieve their goals which inspired him to transition to a career in financial planning, where he sees the opportunity to make a meaningful impact on people's lives rewarding. Elliott is also a member of the FAAA – Financial Advice Association Australia.

 

Elliott is also 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, as a keen traveller, his bucket list includes witnessing the Northern Lights in Europe—a testament to his love for new experiences and personal growth.

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As a provisional financial advisor, Elliott will be under the supervision of Director and Financial Adviser Nick Rundle.