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Kylie Eather

Kylie Eather

Financial Adviser

Morgans Financial Ltd
Scone, NSW 2337

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Kylie Eather is an ASIC-registered financial adviser dedicated to helping individuals and families in Scone, NSW, and beyond achieve their financial goals. With a Diploma of Financial Services from FINSIA obtained in 2008 and membership with the Stockbrokers and Investment Advisers Association (SIAA), Kylie brings a wealth of knowledge and a commitment to ethical and professional service. Kylie is authorised to provide advice on a range of financial products, including wealth management solutions, securities, and government debt securities. She takes a holistic approach to financial planning, understanding that each client has unique circumstances and aspirations. Kylie works closely with her clients to develop tailored strategies that align with their individual needs and risk tolerance. Her key services include: • Wealth management strategies • Investment advice and portfolio construction • Advice on securities and government debt securities • Retirement planning • Personalised financial planning Ready to take control of your financial future? Contact Kylie Eather today to schedule a consultation and discover how she can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Securities Government Debt Securities Wealth Management Investment Advice Retirement Planning Securities Advice

Client Types

Personal Investors

Services

Wealth Management Retirement Planning Superannuation Advice
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000327087

Verify on MoneySmart Register

Frequently Asked Questions

What services does Kylie Eather provide?

Kylie Eather offers a comprehensive range of financial services, including wealth management, investment advice on securities and government debt securities, retirement planning, and personalised financial planning tailored to your individual needs.

What qualifications does Kylie Eather have?

Kylie Eather holds a Diploma of Financial Services from FINSIA (2008) and is a member of the Stockbrokers and Investment Advisers Association (SIAA).

How does Kylie Eather develop a financial plan?

Kylie takes a holistic approach, beginning with a thorough understanding of your financial situation, goals, and risk tolerance. She then develops a tailored strategy that aligns with your individual needs and aspirations, providing ongoing support and advice to help you stay on track.

What can I expect from a consultation with Kylie Eather?

During a consultation, you can expect a relaxed and informative discussion about your financial goals and concerns. Kylie will explain her services in detail and answer any questions you may have, helping you determine if her services are the right fit for you.

Does Kylie Eather work with self-managed super funds (SMSFs)?

While Kylie's core focus includes wealth management and investment advice, it's best to discuss your specific SMSF needs during an initial consultation to determine how she can best assist you.

Get in Touch

Contact Kylie directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.