Wealth Management Partner

Kylie Wright

Specialist Areas:

Wealth Creation, Superannuation and Retirement Planning, Self-Managed Superannuation Funds, Risk Insurance, Managed Investments, Estate Planning & Financial Planning

BIO

Kylie isn’t your ‘average financial advisor.’ She’s one of our most sought-after and trusted advisors, with her skills repeatedly recognised by both clients and her industry peers. The key to her success is the fearless advice she delivers – advice that’s rooted in a belief that having no money, means you have no power and no options. Unsurprisingly, Kylie’s on a mission to make sure no one is powerless. Her key focus is removing the financial friction points from clients’ lives, to give them control, security and the freedom to advance themselves and their lives.

For Kylie, success means the formation of a trusting partnership with her clients, where she guides positive change into their lives, encourages them to make things happen and bestows the confidence to move forward. That means she takes a ‘more than’ active role in their financial life – as a sounding board and guide that helps them build their long-term wealth. Kylie is often so involved in every facet of her client’s lives that she’s able to connect the unseen dots and provide wise advice.

“The fact that my clients trust me so much is the reason why I do what I do.”

Having joined Ulton as a Paraplanner in 1999, within a year Kylie was a Financial Adviser and managing the Wealth Management team.  Fiercely competitive, Kylie’s since become a practicing Certified Financial Planner® and after successfully building a holistically focused Wealth Management division within Ulton, became a Partner in 2006. Kylie provides strategy-based solutions and sees clients in a wide variety of locations. She regularly collaborates with other professionals – accountants, solicitors, banks and government agencies – to ensure her clients achieve their desired outcome.

Formal 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. 245052 of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.

 

Sub Authorised Representative No. 245052 of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.

Formal qualifications:

  • Certified Financial Planner®  
  • SMSF Specialist Advisor™ 
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Certificate of Margin Lending
  • Accredited Life Broker
  • Certificate of ASX Securities
  • Certificate IV Finance and Mortgage Broking

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