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The expertise to put your mind at ease

You get the best of both worlds at RI Advice Burnie and RI Advice Devonport. 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 1985 we have become one of North West Tasmania’s and Tasmania’s leading providers of financial advice.

Paul
Paul Gregg
Bcom, MIS, MBA, PMP, GAICD, CPA
Authorised Representative
Paul is the proprietor of RI Hobart.  He is a CPA and Authorised Representative of RI specialising in risk management and investment advice for business owners and
pre-retirees.
   
Paul
Richard Arnold-Forster
AFPA
Authorised Representative
Associate of the Financial Planning Association of Australia (FPA), Extensive experience in the financial services industry and senior international corporate management.  Financial Planner
since 1987
   
Melissa
Melissa Gasparin
Currently undertaking the Diploma of Financial Planning.
Client Services Manager
Melissa is the paraplanner for RI Hobart and also manages the administration and servicing of client accounts.
   
Lydia
Lydia Horne
Advanced Diploma Business
Business Manager Hobart, Norwood and Albury
Lydia has held both accounting and administration roles both at a national and international level within the financial services industry. She has held an executive role since 2006 with RI.
 

 

Contact

RI Test Branch
525 Barrack Street l SYDNEY l NSW l 2000


ph: 9555 5556 l fax: 9555 5555

 

Click here to contact us or make an appointment 

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Links

RI Advice Group Financial Planning Association
ING Australia Savings plan calculator
SuperSeeker – Find lost super

News

Investment update

View an update on the economy

Technical update

View the latest legislative updates

inTouch magazine

View the latest edition of our quarterly magazine, inTouch