About Me

Kyle is a Certified Financial Planner (CFP) and Senior Advisor at Gallagher Benefit Services. Working in the industry for over 15 years I have a keen passion for working with both individual and business clients' providing specialised advice in the areas of Business Succession Planning, Key Person and Buy/Sell Agreements and Estate Planning. We also provide specialised advice in the area's of Superannuation and Retirement Planning, Wealth Accumulation and Personal Risk Protection.At Complete Financial Balance we're passionate about managing the risks and building the wealth of our client's. We work alongside our clients tirelessly to understand their motivation and values, and provide comprehensive service, support and advice outcomes.