With a career in Financial Services spanning close to 4 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® , an Associate Financial Planner with the FPA and FPA Aged Care Specialist adviser. Tamara has achieved the RI Advice Adviser of the Year 2010 and Practice of the Year 2010 and 2017 awards.

When not working (or studying), Tamara enjoys reading, walking, swimming and spending time with her family.

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.

Charlotte joined the Holden Hill team in April 2019 as a Client Service Officer. Since then she has completed her Bachelor of Psychological Sciences degree and is commencing a new journey in completing a Business degree. Charlotte has a friendly and professional demeanour and is always happy to lend a helping hand to fellow staff members and clients. When Charlotte is not working, she enjoys building Lego, creating a new creative fun project for the workplace, and relaxing with family and friends. She currently works part time and is one of the friendly voices who greets you when you contact the office.

Christy joined the RI Advice team in August 2020 to provide administrative support/reception duties. New to the industry, Christy has come to us with many years’ experience in the travel industry where customer service is paramount. Outside work Christy enjoys cooking, maintaining personal fitness and spending time with family & friends.

Megan started her career in the financial services industry just over 18 years ago. She has had a vast array of roles throughout this time, working as a team leader in lending, Branch Manager, Superannuation administrator and Senior Client Services officer. She has completed her Diploma of Financial Planning. Her primary focus is client service and assisting them to ensure they reach their financial goals. In her spare time she likes to take her daughter to the beach, spend time with family and friends and is an avid Port Power supporter.