Our Team

Eric Bao

Senior Financial Adviser

Eric completed a Bachelor of Commerce from the University of New South Wales (Finance) before beginning a career in banking with Westpac in 2008. Throughout his career at Westpac, Eric was fortunate to work in various roles including frontline banking, finance, private banking and financial planning. During this time Eric had the opportunity to work closely with a diverse client base; both retail and wholesale investors.

As an experienced Financial Advisor, Eric understands that everybody has a unique situation, with different goals, objectives and timeframes. Eric places a strong emphasis on educating clients on the concepts of financial modelling, risk and investment. By helping his clients understand these key concepts and how they help to build a strong financial foundation, he is helping them to successfully achieve their goals and objectives.

Contact Us

Suite 3.03, 7‑9 Irvine Place,
Bella Vista, NSW 2153

1300 038 746


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