Select Advice Financial Planning

Select Advice Financial Planning is a financial advice firm based in Brisbane. Eric Bohl is CEO of Select Advice Group and a Senior Financial Adviser, with over 25 years' experience, having become an adviser in 1999. He holds a Graduate Diploma of Financial Planning and the FChFP designation.

Declan Doolan is Director / Senior Financial Adviser with CFP and MFinPlan designations, and joined the financial advice industry in 2012. Daniel Albanes is a Senior Financial Planner with more than 15 years' experience, holding a Bachelor of Business with major in Banking and Finance and a Graduate Diploma of Financial Planning. He specialises in retirement planning (including SMSFs), wealth creation, aged care, tax planning, and estate planning. Lucinda Borg is Business Manager with BMus and GradDipED (Sec) qualifications. Harry Bohl is Advice Operations Manager and is completing his Graduate Diploma of Financial Planning.

Stephanie Dalisay and Charisse Mae Pitogo are Client Service Officers, with Pitogo holding a BA in Mass Communication. The firm offers a free discovery call with zero obligation. It takes a comprehensive and tailored approach, typically partnering with clients over the long term. It serves clients in building foundations (20s–40s), creating wealth (40s–60s), and living the life you've earned (60s+).

Superannuation, life insurance and retirement planning are the areas that surface most often in feedback on this Brisbane practice, alongside shorter and longer term goal setting. Eric and Tony are the advisers named repeatedly in accounts that stretch across a decade and more, while Declan Doolan is also singled out for being knowledgeable, helpful and closely attuned to individual circumstances. Clients who arrived through family or friend referrals describe advice that placed their retirement planning on firmer ground and left them able to enjoy their later years with a sense of assurance.

One thing mentioned again and again is the care taken to explain matters clearly and patiently, in a friendly and approachable manner, so that people finish a meeting feeling properly informed. Long-standing clients remark that the team remains mindful of their changing situations and puts forward options built around them, which helps explain why many have stayed for more than ten years and keep referring family, friends and their own clients. Efficiency and professionalism are noted alongside that personal attention, with questions answered willingly and the broader team ready to help.