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The expertise to put your mind at ease
You get the best of both worlds at RI Hobart. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, 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, local 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 know financial advice is as much about lifestyle and relationships, as money - that's why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
Since we opened in 2005, we have become one of Tasmania's leading providers of financial advice.
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Paul Gregg*Bcom, MIS, MBA, PMP, GAICD, CPA
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Richard Arnold-Forster*AFPA
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Lydia HorneAdvanced Diploma Business
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Rachel HennessyParaplanner and Portfolio ManagerRachel joined our team in May 2010 in a Client Services role, and is now the Paraplanner and Portfolio Manager. Her role includes preparation of advice documents and portfolio administration, as well as providing support to our clients.She is currently completing a Bachelor of Business at the University of Tasmania.
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William KerrClient Services OfficerWilliam joined RI Hobart in May of 2011.His role ranges from general administration to providing support to our many clients.He is currently completing a Combined Bachelor of Laws and Economics at the University of Tasmania.
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*Paul and Richard are Authorised Representatives of RI Advice Group Pty Ltd. ABN 23 001 774 125, AFSL 238429. |
