Eric Bohl Email and Phone Number
Eric Bohl work email
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Eric Bohl personal email
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.
Select Advice Financial Planning
View- Website:
- newleaf.net.au
- Employees:
- 4
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Director And Senior Financial PlannerSelect Advice Financial PlanningBrisbane, Qld, Au
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Director/Senior Financial PlannerSelect Advice Financial Planning Dec 2003 - PresentSuite 2/546 Makvern Rd Toorak Vic 3142
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Director/Senior Financial PlannerNewleaf Tailored Financial Solutions Sep 2018 - PresentLevel 16/333 Ann St Brisbane Qld 4000 -
Executive Manager Financial PlanningWestpac Jun 2001 - Dec 2003Melbourne VictoriaSenior Relationship Financial Planner. -
Financial AdviserCommonwealth Bank Of Australia Oct 1998 - Jun 2001Canberra, Australia
Eric Bohl Skills
Eric Bohl Education Details
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Financial Planning And Services -
Association Of Financial AdvisersFinancial Planning And Services -
KaplanAdvanced 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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