You get the best of both worlds at RI Advice Holden Hill. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated team who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

We would like to introduce you to our team.

 
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Tamara Klose

Certified Financial Planner

Proprietor, RI Advice Holden Hill

Qualifications: CFP®, Dip Fin Adv (Sect Inst), SSA™

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Daryl Smith

Certified Financial Planner

Qualifications: CFP®, SSA™

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Melissa Macgill

Senior Client Services Officer

Qualifications: Diploma of Financial Markets (Securities Institute of Australia)

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Benjamin Klose

Client Services Officer

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