Eli began his career within the financial planning industry in 2000 at AMP before moving to Suncorp in 2003 and then making the transition to hmh Advisory in 2006 where he has been a partner of the firm since 2012.

He has completed both the Diploma and Advanced Diploma in Financial Planning and also holds his Certified Financial Planner CFP® designation. Eli also holds a Bachelor of Commerce degree from Deakin University where he undertook a double major in Accounting & Financial Planning.

Eli specialises in retirement planning, superannuation, investments, portfolio management and oversees the personal risk insurance division within the practice. He has a genuine desire in establishing long lasting relationships with all of his clients and prides himself on providing an education as well as holistic advice to each of his client engagements.

Eli is a passionate Collingwood supporter, a "practising" golfer and an avid share-market follower. He and his wife Shelley have two sons, Nadav and Noah that occupy most of his weekends.


Specific skills:

  • Retirement Planning
  • Superannuation / Self-Managed Superannuation Funds
  • Investment advice (shares, managed funds and specialist products)
  • Tax planning
  • Estate planning
  • Personal risk insurance

 

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