Eli began his career within the financial planning industry in 2000 at AMP before moving to Suncorp in 2003. In 2006 he made the transition to HMH Advisory and has never looked back, becoming a partner of the firm in 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.
Eli specialises in Portfolio Management, Investments, Superannuation and Retirement Planning within the practice. Eli brings a unique sense of humour and comforting approach to each of his client engagements. He has a genuine desire to establish long lasting relationships with his clients and finds himself dealing with many family groups for this reason. 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 and member (Go Pies!), a huge NBA fan, and an avid share-market enthusiast. Eli and his wife Shelley have three children, Nadav, Noah and Romi who occupy the majority of his weekends.
Specific skills:
- Retirement Planning
- Superannuation / Self-Managed Superannuation Funds
- Investment advice (shares, managed funds and specialist products)
- Tax planning
- Estate planning
