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.
Tamara Klose
Certified Financial Planner
Proprietor, RI Advice Holden Hill
Qualifications: CFP®, Dip Fin Adv (Sect Inst), SSA™
Tamara Klose
Certified Financial Planner
Proprietor, RI Advice Holden Hill
Qualifications: CFP®, Dip Fin Adv (Sect Inst), SSA™
With a career in Financial Services spanning close to 3 decades Tamara Klose has a wealth of experience. Tamara commenced her early career with Westpac, as a Retail Banker. Following was a move to an Investment Consultant role and Senior Financial Planning role with Lifeplan Funds Management.
It was here that Tamara developed her vision to build her own successful and enduring Financial Planning Practice; which led her to join with RI Advice as a financial adviser in 2005.
Tamara has built a high performing team at RI Advice who pride themselves on going the extra distance for their clients. The team commenced with the establishment of the Holden Hill practice in 2009. In 2016, this team expanded to include RI Advice Mildura. Tamara believes that it is the partnership the Team build with their clients throughout their lifetimes that makes the difference and is what contributes to RI Advice Holden Hill and Mildura’s success.
With two locations now serving clients in both metropolitan and regional communities, Tamara has realised her vision to empower more clients with knowledge and clarity on how best to achieve their financial goals.
Tamara holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and has a Diploma of Financial Advising from the Securities Institute of Australia. She is recognised as a SMSF Specialist Adviser™ or SSA® and an Associate Financial Planner with the FPA. Tamara has achieved both the RI Advice Adviser of the Year 2010 and Practice of the Year 2010 awards.
Benjamin Klose
Client Services Officer
Benjamin Klose
Client Services Officer
Benjamin joined the Holden Hill team in July 2015 as a Client Services Officer whose primary role is administration support to the Advisers and team members. Benjamin has a pleasant and professional demeanour and gets satisfaction in providing positive client service. He currently works part time and can be heard as the friendly voice who greets you when you contact our office.
