Our team

Eric Bohl is Director and Senior Financial Planner at Select Advice Financial Planning.

Eric has been recognised with many major awards during his 20-year career in the Financial Planning industry including the Millennium3 Financial
Services 2019 and 2022 National Financial Planner of the Year. He has also been named the State Financial Planner of the Year (Vic/Tas) for 10 consecutive years from 2012 -2022 plus the State Risk Adviser of the Year (Vic/Tas) 2013 & 2019

Eric is a Principal and Director of Select Advice Financial Planning. As a firm, Select Advice Financial Planning has also been recognised Nationally for its outstanding professionalism and high standards having been awarded 9 National Practice of the Year awards from 2013-2021.

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.

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 has previously sat on various adviser boards giving input into the areas of product development and industry best practice plus adviser feedback on behalf of Financial Planners.

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 2003 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 a strong believer in having a work - life balance. He is married to Lucinda and very much a dedicated family man. 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, travelling and exploring new restaurants around Brisbane.

Eric’s professional aspiration is to continue to grow and develop Select Advice Financial Planning into the leading Financial Planning firm in Australia, promote best practice and make a positive difference to people’s financial lives.

Declan completed his Masters of Financial Planning (MFinPlan) and the Certified Financial Planner (CFP) designation in 2022. For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the highest ethical standards that require them to put their clients’ interests first. 

Declan joined the Financial Services industry in 2011 with one of Australia’s most successful Life Insurance Advisory businesses, Mr Insurance.
During his time with this firm, Declan honed his skills as a professional Adviser and went on to win the Millennium3 ’National Rookie of the Year’
Award in 2013.

In 2016, he was nominated as a Grand Finalist in the Australian Financial Advisers (AFA) Rising Star of the year award.
Declan then spent two years in London working for one of the UK’s leading Financial Life Planning firms ‘Kubera Wealth’. It was here that Declan
developed a passion for holistic Financial Life Planning. Declan returned to Australia in late 2018 to help his father transition into retirement
following a 36-year career in the Financial Planning industry. In 2019 Declan took on a role as a Financial Adviser with a Brisbane based Financial
Advice business until joining Select Advice Financial Planning in August 2021.

Outside of work Declan is tragic Liverpool Football Club supporter and is planning as much travel as Tony & Eric will allow with his fiancé Kate.

Sasha joined our Select Advice Financial Planning team in 2017 and made an immediate impact with her super friendly demeanour and energetic approach to work. Our clients warmed to Sasha immediately and over the past 6 years she has developed excellent relationships with all our clients and business partners alike.

Prior to joining our team Sasha gained extensive experience in various industries and roles including Account Manager for a large Insurance Broking firm and Account Manager for a Telecommunications Company.

Whilst working for Select, Sasha has been recognised for her outstanding client services excellence and been a nominated for many state and national awards. She was awarded both the State Client Services Award Vic/Tas and the prestigious National Client Services of the Year award in 2019 and been a state and national finalist in 2018, 2020 and 2021.

In 2022, Sasha was promoted to National Practice Manager with our firm, a role she has excelled in. So much so that she was recognised Nationally and was a finalist for 2022 National Practice Manager of the Year Award.

Sasha’s National Practice Manager role involves staff training and supervision, co-ordinating and overseeing that all client administration polices, processes and procedures are implemented correctly and on time, liaising with clients and steering the ship between Melbourne, Brisbane, and Sydney to ensure that all business units run smoothly, and that all customer services are delivered at a high standard.

Sasha is a highly respected, passionate, and enthusiastic senior member of our team who thrives on delivering outstanding results and managing client’s needs and expectations. Her passion for our clients involves maintaining great relationships and assisting them throughout their journey with the team.

On the personal side, Sasha is very family-oriented and loves nothing better than a great meal at mums. She is also raising her teenage boy who is heavily into sports and jokes that she is a part-time Uber driver in her spare time. Speaking of sports, Sasha loves her AFL and is a Richmond tragic, she attends games at the MCG and can be heard barracking loudly and passionately alongside her son, dad, and mum!

Sasha also loves to travel with Bali being one of her favourite destinations and spending time with friends.

Sue joined the Financial Services industry as a Financial Adviser in 1997. Whilst raising two teenage boys she completed her Master of Financial Planning in 2009. Sue has won many State and National Awards for her professionalism and business excellence including two National Business awards for Newleaf Tailored Financial Solutions (now t/a Select Advice Financial Planning, Brisbane) in 2014 and 2015.

Wanting to spend more time with her husband and ageing parents, Sue retired from full-time advising in 2018 and is proud to have achieved her corporate and personal goals before retiring. Her passion for client education, particularly for women, resulted in making a positive contribution to the lives of many of our valued clients over the years. Sue was persuaded back out of retirement a few years ago and now assists our business across all States in a specialist role on a part-time basis and is a very respected member of our team.

Sue is very passionate about being a good role model for her four beautiful granddaughters. Values such as honesty, hard work and being true to yourself are what she would like to impart on to her special girls as they grow into independent women.

Whilst never being actively involved in sports in the past, Sue joined a ten-pin bowling league in 2019 and now loves the game. Sue also loves cooking for friends, travelling the world and having fun with her special friends and family.

Liza has been an integral part of the Select Advice team for over 5 years and is based in Kuala Lumpur, Malaysia.   She is a university graduate in Finance and Accounting and works as our National Administration Support liaison.

Her main duties include preparing client statements, disclosure documents and annual review reports, liaising and supporting our various State operations, liaising with fund managers, insurance companies and superannuation funds around Australia and updating our client management system.  

Liza loves to learn new things, thrives on challenges, and works with wholehearted passion.

Away for work, Liza loves spending time with her husband Azhari whom she married just over 12 months ago, and getting away to the countryside to spend time with her mother and family.