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

Managing Director

BA, AdvDipFS, DipMgt

Tony M Pati

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Tony M Pati

Managing Director

BA, AdvDipFS, DipMgt

Tony established the Select Advice Group (t/a Select Advice Financial Panning) business in 2007 with business partner Eric Bohl. He went into the private sector following a highly credentialed professional career in Senior and Executive Management roles in the Banking, Financial Planning, Insurance, Mortgage Broking, and Property sectors spanning 27 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 help steer and strategically grow Select Advice Financial Planning into one of the leading, boutique financial advisory firms in Australia with offices in Melbourne, Brisbane, and Sydney.

Select Advice Financial Planning has been recognised as a flagship practice by our licensee having won eight consecutive National Practice awards plus numerous state awards as well.

Tony is passionate about caring for people and providing clients with a ‘safe house’ environment to discuss their financial nneds, concerns, and aspirations. He believes that the most professional method of giving advice to be holistic and educational.

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 world of investing, retirement planning, wealth creation, insurance, and overall financial planning”.

Tony’s aspiration is to continue to build the Select Advice Group into the leading Financial Services firm in Australia and one that is respected by clients and admired in the Financial Services Industry as a leader in innovation, client advice and professionalism.

Away from work, Tony has varied interests which include having a small boutique Bakery in Bali and running a charity for sick and orphaned children in Bali. He enjoys spending time with his family and regularly traveling back to his hometown of Swan Hill. He also enjoys traveling overseas and experiencing the culture and culinary delights of countries in Southeast Asia. In the winter months, he can be found at the MCG barracking for his beloved Tigers in the AFL.

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Eric Bohl

Director / Senior Financial Adviser

FChFP GradDipFinPlan

Eric Bohl

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Eric Bohl

Director / Senior Financial Adviser

FChFP GradDipFinPlan

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.

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Declan Doolan

Senior Financial Adviser

CFP MFinPlan

Declan Doolan

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Declan Doolan

Senior Financial Adviser

CFP MFinPlan

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.

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Sasha Bowden

National Practice Manager

Sasha Bowden

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Sasha Bowden

National Practice Manager

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.

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Sue Winsor

National Manager Business Support
Master of Financial Planning

Sue Winsor

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Sue Winsor

National Manager Business Support
Master of Financial Planning

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.

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Marliza Mazlan

National Administration Support

BBus(Fin), DipAcc

Marliza Mazlan

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Marliza Mazlan

National Administration Support

BBus(Fin), DipAcc

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.

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Lucinda Borg

Business Manager Queensland
BMus, GradDipED(Sec)

Lucinda Borg

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Lucinda Borg

Business Manager Queensland
BMus, GradDipED(Sec)

Lucinda joined the Select Advice Financial Planning Group in 2019. She brings a dynamic energy to our team with a background in Real Estate, Music, Finance, & Travel.

Growing up in Country Victoria, with a move to Melbourne for University at the age of 18, Lucinda spent almost 20 years in the music, teaching, and real estate industries and established and ran her own finance business for several years.

Lucinda had the wonderful opportunity to experience overseas travel and work between 2006 – 2008 in Canada. The success with which she ran front office operations for an up-market hotel in British Columbia’s famed Whistler ski resort demonstrated Lucinda’s outstanding service ethic and complete professionalism.

Lucinda's career achievements in real estate and music illustrate her comprehensive grounding in all aspects relevant to success in the dynamic role of business management.

In 2017 she relocated to Brisbane working with Domain.com.au as a BDM for Queensland which further showcased her skills, adaptability, and management capabilities. 

Her role as our Business Manager, Queensland is demanding because of changing legislative requirements which is something that Lucinda maintains knowledge of while also placing the highest priority on client service. She is able to do both with the flair and efficiency that are her trademarks.

When Lucinda is away from work, she enjoys spending time with her two young children (Eloise and Sebastian) renovating, going to the gym and travelling. Having followed the Navy Blues her entire life, it is with a heavy heart, though to Tony’s delight, both her little ones follow the Richmond Tigers!

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Michael d’Apice

National Relationship Manager
Dip.Fin.Serv.(Broking)

Michael d’Apice

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Michael d’Apice

National Relationship Manager
Dip.Fin.Serv.(Broking)

I am officially the elder statesman of the Select Advice Family with the grey hair to prove.

I am now in my 41st year of assisting clients in the Financial Services Profession. My initial years were as a General Insurance Broker and for the last 24 years as a specialist Life Insurance adviser to businesses and family households.

In October 2022 following substantial changes effecting the delivery of all aspects of Financial Services Advice, I ceased providing advice and took up the role of National Relationship Manager.

So, what does a National Relationship manager do you might ask? I remain the first point of contact for my loyal clients but when they require advice, I introduce them to one of our Senior Wealth Management & Insurance Advisers who I then support in preparing and delivering the advice required.

I have also taken on the role within the group to oversee all insurance claims for our existing clients and provide my claims experience to both existing clients and insurance policy holders who have not previously been clients of Select Advice. Claims is an area which requires more than just the ability to fill in forms etc, a deep knowledge of policy wordings, medical terms, conditions, insurance laws and regulations is now essential.

In my down time my wife Beth and I like most enjoy both local and overseas travel and have been lucky to have enjoyed some of the worlds more interesting destinations.

I get great pleasure from cooking and really enjoy trying a new recipe or cuisine more often than not accompanied by a crisp dry Riesling. I don’t get to many complaints, but I have been known to miss an odd bad prawn in a bunch but the less said about that the better!

And alas, I am a fully paid-up card-carrying golfing tragic as so many golfers are. My interest was sparked before the age of 10 and in my 60 odd years to date I have managed to have clocked up some memorable moments, too many broken windows at home as a youngster, attained a single figure handicap at least once in my life, scored two holes in one and now enjoying it as my handicap rises as my grey hair ever spreads.

In summing up, if you enjoy what you do professionally, and the cook doesn’t get to many complaints… life doesn’t get much better!

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Nadia Sampson

National Administration Support
MA (Fin), BBus (Fin), DipBanking

Nadia Sampson

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Nadia Sampson

National Administration Support
MA (Fin), BBus (Fin), DipBanking

Nadia is the newest addition to our exceptional team at Select Advice Financial Planning, adding personality and professionalism to our organisation. With over 6 years of experience in the Financial Advice Industry holding a Master of Finance, Bachelor of Finance, and a Diploma of Banking, Nadia is extremely well placed to excel in her new role.

Assuming the pivotal role of National Administration Support, Nadia joins our highly client-focused team. Her responsibilities encompass a spectrum of crucial tasks, including the preparation of client statements, disclosure documents, and annual review reports. She will play a key role in liaising and supporting our various State operations, collaborating with fund managers, insurance companies, and superannuation funds across Australia. Additionally, Nadia will be instrumental in maintaining and updating our client management system.

In her own words, Nadia reflects on her professional journey:

"With over six years of experience as a Financial Advice Professional based in Johor, Malaysia, I embody a fervent dedication to problem-solving. Fuelled by an unyielding curiosity, I am passionately committed to unravelling life's most intricate puzzles. Whether facing a complex mathematical enigma, a challenging technical dilemma, or a perplexing real-world issue, I thrive on the exhilaration of finding solutions that contribute to making the world a better place, one puzzle at a time.

Beyond my professional pursuits, I find immense joy in spending quality time with my family. Engaging in activities with my kids and husband not only brings me personal fulfillment but also enriches the tapestry of our shared experiences."

Nadia's blend of professional acumen and personal warmth makes her an invaluable asset to our team, and we are thrilled to have her on board.