Eric is one of the Principals at Templetons Financial, a Founding Member and Approved Advisor for the Advisory Board Centre and an Industry Expert for Queensland Leaders providing knowledge, mentoring and support for leading private companies. He works with a diverse range of blue chip multinational and Australian corporate / SME clients to position themselves as an ‘employer of choice’ by delivering innovative employee benefits through Financial Wellness Programs. The programs help employees gain clarity and confidence in their finances, which in turn reduces financial stress - improving productivity, retention, mental health and businesses’ bottom line. It also helps businesses to preserve their longevity by developing strategies ensuring an effective ‘financial succession plan’ is in place and key people are protected. Eric was the Managing Director of a financial advisory business he co-founded in 2004 that had over 40 advisers. Following this, he facilitated and drove the growth in one of NZ’s largest financial advisory dealer groups. His success illustrates his ability to proficiently utilise specialist knowledge and experience to innovate and improve businesses’ ability to exceed agreed objectives and business growth. As a leader, he believes in having a dynamic management style that embraces empathy and integrity, whilst growing the business organically through performance and development of internal staff.
Listed skills include Wealth Management, Investments, Investment Advisory, Risk Management, and 29 others.