At Select Advice Financial Planning, we have the expertise, experience and resources to help you build and protect your financial freedom.

Since we opened, Select Advice Financial Planning has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

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Tony M Pati

Director

BA, AdvDipFS, DipMgt

Tony M Pati

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Tony M Pati

Director

BA, AdvDipFS, DipMgt

Tony Pati is Founder and Managing Director of the Select Advice Group.

Tony established the Select Advice Group business model in 2005 following a highly credentialed professional career in Senior and Executive Management roles in the Banking, Financial Planning, Insurance, Mortgage Broking and Property sectors spanning 25 years.

He holds a Bachelor of Social Science, Advanced Diploma in Financial Services, Diploma of Management and Diploma of Financial Services.

The experience and insights gained in the corporate world has enabled Tony to establish the Select Advice Group as a leading, boutique financial services firm that works closely with each client to ensure outcomes consistent with their financial goals, property objectives and lifestyle aspirations. The Group offers professional products and services including; Financial Planning, Property and Mortgage Broking. It also has a panel of independent ‘Alliance Partners’ assisting clients with professional products and services including; Tax, Accounting, Wills & Estate Planning, Conveyance, Legal Advice and General Insurance.

Tony’s current responsibilities as Managing Director of the Select Advice Group include; developing business strategies, marketing programmes, business growth plans and overseeing the implementation processes for the various segments of the Group.

“Our client centric business philosophy is what differentiates the Select Advice Group from our competitors. As a Group we are committed to providing all clients with the highest levels of understanding, support, transparency and professionalism. This is underpinned by a desire to bring a fresh, holistic approach to the sometimes complex areas of Financial Planning, Property Investing and Mortgage Broking.”

Away from work, Tony enjoys spending time with his family and regularly traveling back to his home town of Swan Hill in the country. He also enjoys traveling overseas and experiencing the culture and culinary delights of countries in South East Asia. In the winter months, he can be found at the MCG barracking for his beloved Tigers in the AFL.

Tony’s aspiration is to continue to build the Select Advice Group into the leading Financial Services firm in Australia. Establishing long term relationships, financially mentoring clients and making a real difference to their lives is what drives Tony and the Select Advice Group. He is also passionate about ensuring that all client advice from the Select Advice Group is holistic in nature and that all clients are treated with respect and utmost professionalism. Tony’s ongoing efforts are to build a business that is respected by clients and admired in the Financial Services Industry as a leader in innovation, client advice and professionalism.

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Eric Bohl

Director / Senior Financial Adviser

FChFP Grad Cert Fin Plan

Eric Bohl

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Eric Bohl

Director / Senior Financial Adviser

FChFP Grad Cert Fin Plan

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.

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Elizabeth Er

Associate Adviser / Advice Service Manager

MBus(Mgmt), MFinPlan, B.Com

Elizabeth Er

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Elizabeth Er

Associate Adviser / Advice Service Manager

MBus(Mgmt), MFinPlan, B.Com

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Sasha Bowden

Client Services Manager

Sasha Bowden

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Sasha Bowden

Client Services Manager

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Sue Winsor MFP

Client Relationship Support

Sue Winsor MFP

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Sue Winsor MFP

Client Relationship Support

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Marliza Mazlan

Administration Support

BBus(Fin), DipAcc

Marliza Mazlan

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Marliza Mazlan

Administration Support

BBus(Fin), DipAcc

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Lucinda Borg

Administration Support

Lucinda Borg

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Lucinda Borg

Administration Support