Major Announcement: Eric Bohl Awarded the 2019 National Financial Planner of the Year!
Written and accurate as at: May 18, 2020 Current Stats & Facts
I am absolutely thrilled to announce that our very own Eric Bohl has been announced as the 2019 National Financial Planner of the Year from over 400 advisors who comprise the entire Millennium3 Network.
Helen Blackford: the Millennium3 CEO, announced the awards recently via zoom after the National Conference and presentations were moved from Vietnam as planned, to a virtual venue because of the Covid19 situation.
It makes us extremely proud that Eric not only won the most prestigious award in the country but also the 2019 State Financial Planner of the Year Vic/Tas and the 2019 State Risk Adviser of the Year Vic/Tas as well! 2019 was a year of enormous challenge for Eric and our firm due to the post Royal Commission landscape which resulted in more stringent compliance and auditing requirements, changes to our research and advice processes, higher educational standards, new reporting and disclosure requirements plus a more comprehensive annual review process.
It was also the first full year where Eric took on the added responsibility of providing financial advice to all our clients in Melbourne as well as in our new office in Brisbane. As with everything he does, Eric embraced these challenges passionately, professionally and full of positive intent. The extra workload and challenges he has had to overcome make these awards even more deserving. We are truly proud of Eric for these achievements but more importantly for his professional values and dedication to better the lives of others.
I am also very proud to announce this is the first year that any firm in the Milliennium3 network has had staff win 3 separate National Awards: 2019 National Financial Planner of the Year (Eric), 2019 National Customer Service Award (Sasha) and 2019 National Community Service Award (Tony).
All of us at Select Advice Financial Planning, thank you, our loyal customers for your trust, support and friendship over the years and especially during these tough times. Please keep safe and we look forward to being of continued service to you.
Warm regards
Tony M Pati BA, AdvDipFS, DipMgt
Group Managing Director