Summary

The first thing that Kylie’s clients notice are her world class interpersonal skills. With a focus on clients in their 40’s, pre and post retirees, Kylie’s ability to put herself in your shoes and then provide clear, simple and effective strategies set her apart from her peers. Kylie is a member of the Association of Financial Advisers and the Self-Managed Super Fund Association. As the recipient of both state and national awards for financial advice, including the coveted industry wide AFA Rising Star Award in 2015. Kylie’s Clients can be assured that they have one of the most passionate advisers looking after their financial needs and helping them create the life they want and deserve.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Pro Bono Advice
• Retirement Planning
• Superannuation
• Wealth Management

Education

AChFP + FChFP Grad December 2017