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 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. More recently he has undertaken and completed the newly introduced Financial Adviser Standards and Ethics Authority (FASEA) requirements and exam.

Eli specialises in Portfolio Management, Investments, Superannuation and Retirement Planning within the practice. Eli brings an easy-going and comforting approach to the table and has a genuine desire in establishing long lasting relationships with his clients. He prides himself on ensuring his clients have a clear understanding of the benefits and rationale behind any advice provided.

Eli is a passionate Collingwood supporter (but please don’t hold that against him), an avid share-market enthusiast and a "practising" golfer. He and his wife Shelley have two sons, Nadav and Noah that occupy most of their weekends.


Specific skills:

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

 

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