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The expertise to put your mind at ease

You get the best of both worlds at RI Reservoir. 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, ANZ. 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 1979, we have become one of Australia’s leading providers of advice.

 

 

Hugh Kilpatrick
Hugh Kilpatrick *
BSc DFP CFP – Certified Financial Planner*
Proprietor & Adviser
Hugh has worked in the financial services industry since 1983, all of which was spent as a financial adviser.
Effie Malliaras
Effie Malliaras
Customer Service Officer
Client Service & Admin commencing in customer services in 2002
 
*Hugh is an Authorised  Representatives of RI Advice Group Pty Ltd. ABN 23 001 774 125, AFSL 238429.
 
   

 

 


 

Contact

964 High Street

RESERVOIR VIC 3073

 

Phone: 03 9471 0080
Fax: 03 9471 0180

 

Click here to contact us or make an appointment

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Links

RI Advice Group FPA
ING Australia Centrelink
ATO – Refund of Franking Credits

News

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Monthly Technical Update

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inTouch magazine

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The Latest News

Read the most recent editorials on topics of interest. click here

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