We are Ready

Our Team

Ricki Ryan - (BCom, CPA, Diploma of Financial planning, RG146 Compliant)

Principal of Holistic Private Wealth

John Thwaites - (BCom, CPA, Diploma of Financial planning, RG146 Compliant)

Principal of Holistic Private Wealth

Nic Close - (Diploma of Financial planning, RG146 Compliant)

Client Relationship Manager/Insurance Specialist

Jackson McDonald - (BCom, Diploma of Financial planning, RG146 Compliant)

Accountant/Financial Adviser