Eric Bohl

Eric Bohl Email and Phone Number

Director and Senior Financial Planner @ Select Advice Financial Planning
Brisbane, QLD, AU
Eric Bohl's Location
Brisbane City, Queensland, Australia, Australia
Eric Bohl's Contact Details

Eric Bohl personal email

n/a
About Eric Bohl

Eric BohlPrincipal & Director at Select Advice Financial PlanningAward-Winning Financial Planner | Dedicated to Elevating Financial Well-beingWith over 20 years of experience in the Financial Planning industry, I am committed to helping individuals and families achieve financial security and peace of mind. As Principal and Director at Select Advice Financial Planning, I lead a team dedicated to providing top-tier financial guidance tailored to each client’s unique needs.Key Achievements:National Recognition: Honoured as the Millennium3 Financial Services National Financial Planner of the Year (2019).State-Level Excellence: Named State Financial Planner of the Year (Vic/Tas) for eight consecutive years (2012-2019).Risk Advisory Expertise: Awarded State Risk Adviser of the Year (Vic/Tas) in 2013 and 2019.Leadership in Practice Excellence: Under my leadership, Select Advice Financial Planning has earned 9 National Practice of the Year awards (2013-2021).My Vision:My passion lies in making a positive difference in people’s financial lives. I aim to grow Select Advice Financial Planning into Australia’s leading Financial Planning firm, promoting best practices and raising industry standards. Through a commitment to professionalism and high ethical standards, I believe in helping clients make informed decisions that support their long-term financial well-being.Qualifications:Fellow Chartered Financial Practitioner (FChFP)Graduate Diploma in Financial PlanningMember of the Financial Advice Association Australia FAAAAt Select Advice Financial Planning, we strive to create lasting value for our clients, delivering personalized strategies that empower them to achieve their financial goals. Let’s connect if you’re looking for expert guidance or collaboration in financial planning.

Eric Bohl's Current Company Details
Select Advice Financial Planning

Select Advice Financial Planning

View
Director and Senior Financial Planner
Brisbane, QLD, AU
Website:
newleaf.net.au
Employees:
4
Eric Bohl Work Experience Details
  • Select Advice Financial Planning
    Director And Senior Financial Planner
    Select Advice Financial Planning
    Brisbane, Qld, Au
  • Select Advice Financial Planning
    Director/Senior Financial Planner
    Select Advice Financial Planning Dec 2003 - Present
    Suite 2/546 Makvern Rd Toorak Vic 3142
  • Newleaf Tailored Financial Solutions
    Director/Senior Financial Planner
    Newleaf Tailored Financial Solutions Sep 2018 - Present
    Level 16/333 Ann St Brisbane Qld 4000
  • Westpac
    Executive Manager Financial Planning
    Westpac Jun 2001 - Dec 2003
    Melbourne Victoria
    Senior Relationship Financial Planner.
  • Commonwealth Bank Of Australia
    Financial Adviser
    Commonwealth Bank Of Australia Oct 1998 - Jun 2001
    Canberra, Australia

Eric Bohl Skills

Financial Planning Superannuation Wealth Management Insurance Planning Retirement Solutions Retirement Planning Income Protection Financial Advisory Portfolio Management Investments Critical Illness Life Insurance Debt Management Term Life Insurance Stakeholder Management Disability Insurance High Net Worth Individuals Finance Financial Planners Financial Services Investment Advisory Investment Strategies Retirement Smsf Strategic Financial Planning Wealth Wealth Accumulation Estate Planning Pensions Wealth Management Services Financial Risk Relationship Management Asset Allocation Investment Management Asset Management Insurance Savings

Eric Bohl Education Details

  • Kaplan Professional
    Financial Planning And Services
  • Association Of Financial Advisers
    Association Of Financial Advisers
    Financial Planning And Services
  • Kaplan
    Kaplan
    Advanced Diploma Financial Services (Financial Planning)

Frequently Asked Questions about Eric Bohl

What company does Eric Bohl work for?

Eric Bohl works for Select Advice Financial Planning

What is Eric Bohl's role at the current company?

Eric Bohl's current role is Director and Senior Financial Planner.

What is Eric Bohl's email address?

Eric Bohl's email address is eb****@****.com.au

What schools did Eric Bohl attend?

Eric Bohl attended Kaplan Professional, Association Of Financial Advisers, Kaplan.

What skills is Eric Bohl known for?

Eric Bohl has skills like Financial Planning, Superannuation, Wealth Management, Insurance Planning, Retirement Solutions, Retirement Planning, Income Protection, Financial Advisory, Portfolio Management, Investments, Critical Illness, Life Insurance.

Who are Eric Bohl's colleagues?

Eric Bohl's colleagues are Margaret Watson, Tien Pham.

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