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™, and FPA Aged Care Specialist
Tamara Klose
Certified Financial Planner
Proprietor, RI Advice Holden Hill
Qualifications: CFP®, Dip Fin Adv (Sect Inst), SSA™, and FPA Aged Care Specialist
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.
Charlotte Klose
Client Service Officer & Office Manager
Qualifications: BPsychSc
Charlotte Klose
Client Service Officer & Office Manager
Qualifications: BPsychSc
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. 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.
John Mundy
Client Service Officer
John Mundy
Client Service Officer
John has over 30 years’ experience in the Financial Services Industry as an Adviser and joined the Holden Hill team in July 2022. John holds a Diploma of Financial Services and has personally witnessed the huge changes in the Industry particularly over the past few years. John is passionate about assisting people to maximise their retirement savings and working towards that eventual goal, while still ensuring their everyday needs are being met. Away from the office, John keeps himself busy with trying to keep relatively fit, listening to & playing music, reading the latest music related biographies and Jack Reacher novels, attending AFL footy matches and enjoying life generally with his family and two dogs.
