
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
