kwright:!:ulton::net
07 4154 0427
Kylie Wright CFP®

Kylie is a Certified Financial Planner® professional (CFP®), Partner, and heads of our Wealth Management division. Kylie has practised as a CFP® and accredited Self Managed Superannuation Fund (SMSF) specialist, financial strategist and investment consultant with Ulton for 14 years. After leading the success of our financial planning team, Kylie became Partner in August 2006.

Kylie is a SMSF Specialist Advisorand specialises in SMSF strategies and estate planning, as well as general financial planning and life insurance and provides these and other strategy based solutions on a fee for service basis. (Ulton was an early adopter of fee for service for financial planning, and has been operating this way since 2001). 

Kylie provides high level strategic advice and services to clients in the Gladstone, Bundaberg, Hervey Bay and Maryborough offices as well as locations as diverse as Biloela, Gayndah, Mundubbera, Kingaroy, Sunshine Coast and Brisbane.

Kylie is no stranger to public speaking duties and has been a guest speaker at Professional Investment Services and AFA national conferences as well delivering educational sessions to clients on financial planning, Self Managed Super Funds, estate planning and risk. Kylie also regularly writes articles for the Bundaberg Newsmail, other local papers and has written an article for the Journal of Financial Advice.

One of the most valuable learning experiences for Kylie was experiencing the September 1997 correction not long after entering the financial planning industry in 1996. Seeing the effects on retirees and those about to retire left an indelible impression on her. As a result, Kylie has always considered herself as a conservative adviser who places a priority on capital protection in retiree portfolios.

Success for Kylie is seeing her advice change the lives of her clients for the better. It also means having a team who love being at work and who enjoy providing clients with great service.

In Kylie's personal time, she switches off from work by going to the beach, cycling, reading and Yoga.

Qualifications 

 

  • Certified Financial Planner®  
  • SMSF Specialist Advisor™ 
  • Advanced Diploma of Financial Planning

 

 

Memberships 

 

  • Associate Member, SMSF Professional Association of Australia Ltd
  • Member, Financial Planning Association
  • Member, AFA
  • Affiliate, Institute of Chartered Accountants in Australia and New Zealand
  • Sub Authorised Representative (No. 460875) of Professional Investment Services Pty Ltd

 


Kylie Wright's Advisor Profile



 
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