About Me

Kylie has worked in financial planning for over a decade and is dedicated to helping everyday Australians prepare for retirement with clarity and confidence. She holds both the Graduate Diploma of Financial Planning and the Graduate Diploma of Applied Finance and Investments, achieving National Dux in each.

Kylie is known for her genuine care, attention to detail, and ability to make complex matters feel clear and manageable. She is committed to providing advice with integrity, honesty, and enthusiasm, supporting her clients through one of life’s most significant transitions.

Before becoming a financial adviser, Kylie built a successful career in corporate finance, investor relations, energy trading, and engineering, developing expertise in risk management, strategic decision-making, and communication. These skills now underpin her thoughtful, thorough approach to retirement advice.

Based in Sydney’s Sutherland Shire, Kylie is also actively involved in her local community. She has been recognised with the 2021 Cook Community Award and the 2023 Cancer Council NSW Volunteer Team of the Year for her volunteer work in surf lifesaving, fundraising, and community events.