Eric Bohl is Director and Senior Financial Planner at Select Advice Financial Planning.
Eric has been awarded the ‘2012 & 2013 Victorian Financial Planner of the Year’ and the ‘2013 Risk Advisor of the Year’ by Millennium3 Financial Services. These awards are a reflection of Eric’s professionalism, high standards of financial advice, client focus, technical expertise and dedication to the Financial Planning Industry.
Eric’s responsibilities as Director and Senior Financial Planner at Select Advice Financial Planning include; overseeing all compliance and financial advice processes, construction of financial plans, strategic and technical financial advice, client communication and ongoing client relationships.
Eric’s professional qualifications include; Fellow Chartered Financial Practitioner (FChFP) – he one of only 70 Financial Planners in Australia to hold this high level qualification and he also holds an Advanced Diploma of Financial Services. He is a member of the Association of Financial Advisors and also a member of the MDRT (Million Dollar Round Table) which represents 85,000 members across 125 countries and recognised as the world premier association of financial professionals.
Apart from his responsibilities at Select Advice Financial Planning, Eric is highly regarded for his strategic ideas and insights into the Financial Planning Industry and is passionate about promoting ‘adviser best practice.’ He currently sits on various adviser boards giving input into the areas of product development and industry best practice plus adviser feedback on behalf of Victorian Financial Planners.
Eric is currently sits on the following adviser boards:
Onepath Superannuation & Investment Board
Onepath Life Insurance Advisor Board
Millennium3 Financial Services Advisor Board
Eric’s work background and experience includes time spent in the corporate sector as well the private sector. He commenced his career in the Banking and Financial Services Industry in 1996 with Colonial Bank then moved to the CBA as a Financial Advisor where he specialised in personal insurances and business financial planning.
In 2000 Eric was recruited by Westpac where he quickly became recognised a highly gifted Financial Planner and one of Westpac’s leading planners Nationally. He was consequently promoted to Senior Financial Planner and went on to set many high benchmarks during his time there. His portfolio included advising clients in the areas of; investment planning, superannuation, retirement planning, post retirement income streams, wealth creation strategies and risk insurances.
In 2004 Eric left Westpac to establish his own private Wealth business called EB Consulting. A few years later, he joined forces with friend and fellow Financial Services professional Tony Pati to establish the current business, Select Advice Financial Planning.
On the personal side, Eric is very much a dedicated family man looking after his 5 children. His spare time is very limited however when away from the office he enjoys camping with his children, regularly going to the gym, playing and coaching cricket, playing tennis and when he can fit it in, exploring new restaurants around Melbourne.
Eric’s professional aspiration is to continue to grow and develop Select Advice Financial Planning into the leading Financial Planning firm in Victoria, promote best practice and make a positive difference to people’s financial lives. He is passionate about promoting the Select Advice brand and providing holistic levels of advice and service for all clients.