Kylie works with her clients to uncover their goals and dreams, prioritise them, and put a plan in place to achieve them. With over 25 years’ experience in the financial and legal industries, including conveyancing, self-managed super fund administration and practice management has allowed Kylie to provide professional depth, and her commitment to continuous education brings consistent benefits to her clients.
Kylie has a Graduate Diploma of Financial Planning, the Fellow Chartered Financial Practitioner designation, and the SMSF Specialist Advisor designation. She is a member of the Financial Advice Association Australia 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.
Outside of work, Kylie and her husband have three fur kids and a Christmas Tree Farm. All profits from the Christmas Tree Farm are donated to local animal charities. Kylie always has multiple projects on the go, from making soap to the never-ending home renovations.
