Kylie Wright
Financial Adviser
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About
Kylie Wright is an ASIC-registered financial adviser based in Bundaberg, Queensland, dedicated to helping clients achieve their financial goals. With a Graduate Diploma and a Master of Financial Planning from Kaplan Higher Education, Kylie combines academic excellence with practical experience to deliver tailored financial solutions. Kylie is committed to ongoing professional development, demonstrated by her completion of Commercial Law for Tax (Financial) Advisers with AAMC Training Group. She is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association, reflecting her dedication to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a comprehensive range of financial products, Kylie assists clients with superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Kylie today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kylie Wright provide?
Kylie Wright specialises in superannuation, insurance, wealth management, and retirement planning, offering tailored advice to meet individual needs.
What qualifications does Kylie Wright have?
Kylie holds a Graduate Diploma and a Master of Financial Planning from Kaplan Higher Education and has completed Commercial Law for Tax (Financial) Advisers with AAMC Training Group.
What professional memberships does Kylie hold?
Kylie is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What can I expect during my first consultation with Kylie Wright?
During your initial consultation, Kylie will take the time to understand your financial situation, goals, and concerns. She will then outline a plan to help you achieve your objectives and answer any questions you may have about the process.
How does Kylie Wright tailor her advice to individual client needs?
Kylie believes that every client is unique, and she takes a personalised approach to financial planning. She considers your specific circumstances, risk tolerance, and long-term goals to develop a strategy that is right for you.
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