Our Team

CEO, Select Advice Group FChFP GradDipFinPlan

Eric Bohl is CEO of Select Advice Group and a Senior Financial Adviser with over 25 years' experience, having become an adviser in 1999. He holds a Graduate Diploma of Financial Planning and the FChFP (Fellow Chartered Financial Practitioner) designation.

Throughout his career, Eric has been recognised with numerous industry awards, including Millennium3 Financial Services' National Financial Planner of the Year (2019 and 2022), State Financial Planner of the Year (Vic/Tas) for ten consecutive years from 2012 to 2022, and State Risk Adviser of the Year (Vic/Tas) in 2013 and 2019. Under his leadership, Select Advice Group has also been named National Practice of the Year nine times between 2013 and 2021.

What Eric loves most about his work is giving clients clear direction and confidence to build a better future, cutting through complexity so they can see exactly what's possible and how to get there.

Outside the office, Eric is a devoted family man who treasures skiing holidays with his wife Lucinda and their children, and channels his competitive drive into training for high-level endurance events.

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Director / Senior Financial Adviser CFP MFinPlan

Declan joined the financial advice industry in 2012, initially specialising in insurance before moving to London to train at one of the UK’s leading financial life planning firms. His CFP designation and genuine curiosity about how people want to live make him a natural fit for the work we do. Outside the office, he’s planning travel with his wife, chasing early-morning waves, and keeping a close eye on Liverpool’s results.

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Senior Financial Planner BBus(BanFin) Grad Dip Fin Plan

Daniel is a Senior Financial Planner with more than 15 years’ experience across boutique advice firms, industry super funds and investment banks. He holds a Bachelor of Business with major in Banking and Finance along with specialist accreditations in key advice areas including SMSFs and Aged Care. He specialises in retirement planning (including SMSF’s), wealth creation, aged care, tax planning, and estate planning - building strategies that are practical, tailored and goal-focused. Away from advice, Daniel is into running marathons, mountain cycling, kite surfing, boxing and soccer, loves a good book and is known for his Mexican cooking.

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Business Manager BMus, GradDipED (Sec)

Lucinda is Select Advice’s Business Manager, bringing a diverse background across real estate, finance, business operations, travel, and music education. Her career reflects a strong and well-rounded foundation, enabling her to thrive in a dynamic and fast-paced environment.

Lucinda is known for her efficiency, professionalism, and practical approach to her work. With a strong understanding of financial planning, she provides valuable support in maintaining compliance standards while helping the team deliver the consistently high level of service Select Advice is known for.

Her professional strengths are further enhanced by significant international hospitality experience. Lucinda previously led front office operations at a leading hotel in Whistler, British Columbia, where she developed exceptional leadership skills, meticulous attention to detail, and a strong service ethic - qualities that continue to shape her approach today.

Outside of work, Lucinda is a busy mum to Eloise and Sebastian. She enjoys renovating, skiing, staying active at the gym, and travelling with her family. A fiercely loyal Carlton supporter, she proudly holds her ground in a household divided between Collingwood, Richmond, and Brisbane fans - arguably her greatest test of resilience.

Advice Operations Manager

Harry is currently completing his Graduate Diploma of Financial Planning as he works towards becoming a licensed financial adviser. While studying, he is gaining hands-on experience with the Select Advice team, supporting client onboarding, managing documentation, and assisting in the implementation of advice strategies. His studies are building a strong foundation across superannuation, investments, insurance, tax, and ethics, equipping him to help clients make informed and confident financial decisions. Outside of work, Harry is a passionate Melbourne Storm and Liverpool FC supporter, and has recently taken up motorbike riding.

Client Service Officer

Stephanie is a Client Service Officer at Select Advice, where she supports the team with client implementations, withdrawals, and a range of administrative tasks to help keep things running smoothly behind the scenes. She is committed to maintaining efficient processes and supporting the delivery of a professional and seamless client experience. Outside of work, Stephanie can usually be found with a good book, trying out new coffee shops with friends and her dog (usually with an iced latte in hand), or deep-diving into true crime podcasts and documentaries that somehow keep her awake at night anyway. She also enjoys Pilates and making time to unwind outside of work.

Client Service Officer BA in Mass Communication

Charisse is a Client Services Officer at Select Advice, supporting clients with annual review documentation, withdrawals, insurance alterations, and a range of day-to-day ad hoc requests. Known for being dependable, approachable, and proactive, she plays a vital role in ensuring client needs are actioned promptly and accurately. Outside of work, Charisse enjoys making desserts, going for walks, and playing pickleball.