Eric Bohl
Financial Adviser
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About
Eric Bohl is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a solid foundation built upon an Advanced Diploma Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both obtained from Tribeca in 2004, Eric further enhanced his expertise with qualifications in Margin Lending and Geared Investments from Kaplan Education Pty Limited in 2010, Ethics and Professionalism in Financial Advice from Kaplan Higher Education Pty Limited in 2019, and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited in 2021. Eric is also a proud member of the Financial Advice Association of Australia (FAAA). Eric is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Eric focuses on providing tailored strategies to suit each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Located in Southbank, VIC, Eric is readily available to discuss your financial needs. Contact Eric today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Eric Bohl offer?
Eric Bohl specialises in superannuation advice, insurance solutions, and retirement planning. He also provides advice on investment life insurance, life risk insurance, retirement savings accounts, and government debt securities.
What qualifications does Eric Bohl have?
Eric holds an Advanced Diploma and a Diploma of Financial Services (Financial Planning) from Tribeca, qualifications in Margin Lending and Geared Investments from Kaplan Education, Ethics and Professionalism in Financial Advice from Kaplan Higher Education, and a Graduate Diploma of Financial Planning from Kaplan Higher Education.
How can Eric Bohl help me plan for retirement?
Eric can assess your current financial situation, understand your retirement goals, and develop a comprehensive retirement plan that includes superannuation strategies, investment options, and income projections to help you achieve a comfortable retirement.
What is the process of working with Eric Bohl?
The process typically involves an initial consultation to discuss your financial goals and circumstances, followed by the development of a tailored financial plan. Eric will then work with you to implement the plan and provide ongoing support and advice.
What can I expect from a consultation with Eric Bohl?
During a consultation with Eric, you can expect a thorough assessment of your financial situation, a clear explanation of available financial products and strategies, and personalised recommendations to help you achieve your financial goals.
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