Experience

Samach Private Wealth
• Australia
• Professional Services
• 1 - 100 Employee
• Co-Founder and Managing Partner

  • Aug 2022 - Present


COAST Magazine

• Australia
• Book and Periodical Publishing
• 1 - 100 Employee

• Director

  • Aug 2018 - Present

  Coast Publishing is the Publisher of the independently owned, COAST magazine and COAST ONLINE.(www.coastmagazine.com.au) The print and digital magazines are the free, high quality, tourism and lifestyle magazines on the best of the Central Coast. They have become the public profile of the changing face of the Central Coast — man-made and natural, as well as its inspiring people. Coast Publishing is the Publisher of the independently owned, COAST magazine and COAST ONLINE.(www.coastmagazine.com.au) The print and digital magazines are the free, high quality, tourism and lifestyle magazines on the best of the Central Coast. They have become the public profile of the changing face of the Central Coast — man-made and natural, as well as its inspiring people.



Samach - The Financial Concierge

• Australia
• Professional Services

• Director/Partner

  • Jul 2021 - Present

  We offer bespoke Financial Concierge Services where we act as a personal CFO to help run all of your financial matters. We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments. We are able to enrich the lives of our clients through: • our professional knowledge and sheer effort • the power of strong collaborative partnerships • working closely with clients to define their objectives, and to plan and execute on all the ways that ‘life enrichment’ works for them. With the right foundations, and our advisers operating with a low client-to-adviser ratio, we see positive transformation occur. Clients express their outcomes in different ways: feeling ‘sorted’, gaining ‘peace of mind’ or simply being in control. Show less



The Wealth Farmer

• Australia
• Financial Services

• Wealth Coach / Adviser

  • Jan 2019 - Jul 2021

  I take the opportunity to reflect on and re-evaluate a client's financial situation and aspirations. My approach to financial advice is flexible, open-minded, impartial and transparent. I will work with clients to run the numbers, review different scenarios and create a financial plan that works for them. My role is to help a client gain peace of mind that whatever uncertainties may lie ahead, they will be financially well prepared. Changes in the market, global pandemics, a death or divorce; things happen in life and I will help clients put their best financial foot forward. Show less



Fiducian Financial Services Southern Highlands

• Owner and Senior Financial Advisor

  • Sep 2010 - Jan 2021

  As the owner and senior advisor of Fiducian Financial Services in the Southern Highlands Eric is able to operate his business, his way. He places an emphasis on holistic advice for clients, in doing so building strong relationships with clients being key. Eric is able to work with clients throughout every process, specialising in key areas of financial advice including but not limited to government services, estate planning, debt management, investment and savings plans and retirement planning, specialising in superannuation. His vast previous experience has placed him in an excellent position to assist clients and his education and accreditation allow him to provide unbeatable holistic advice in any situation. Show less



Super Clarity

• United Kingdom
• Retail Apparel and Fashion
• 1 - 100 Employee

• Owner and SMSF Strategist

  • Feb 2015 - Dec 2018

  Self Managed Super Fund Strategies and Administration Self Managed Super Fund Strategies and Administration



Allsorts of Mortgages

• Owner

  • Sep 2016 - Mar 2018

  Assisting with all lending requirements Assisting with all lending requirements


AG Private Advisory
• Financial Advisor

  • 2008 - 2010

Kells Creek Vineyards
• Owner- Winemaker

  • 2001 - 2005

Merrill Lynch Asset Management (Australia)
• Vice President and Director

  • 1996 - 2001

BNP Investment Management
• Germany
• Investment Banking
• Senior Manager

  • 1992 - 1996