Investment Advisor
I am client focused, which has enabled me to build strong Client relationships over the years. I pride myself on my attention to detail and the ability to help our Clients meet their objectives.
Kylie has worked her entire career in Financial Planning with 360Private, having first been employed by Wealth By Design as a Client Service Assistant in 2007 and moving across to 360Private when the merger occurred in 2014. In this time she has had a focus on building client relationships and furthering her knowledge and skill set.
She has completed both the Advanced Diploma in Financial Services and the Graduate Diploma in Applied Finance and is currently studying her Graduate Diploma in Financial Planning.
Over the years Kylie’s roll has expanded from an administrative roll to an Advisor role in the Investment Team. Her work history and broad knowledge on what is involved in the Financial Planning process, allows her to use this specialised knowledge in providing Investment Advice to Individual and Self Managed Superannuation Fund clients.