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Kyle Thompson

 Kyle Thompson

Share profile:
17 Bowen Bridge Road Royal Brisbane Place
Herston
QLD
4006
AU

Overview CONTACT THE ADVISER

Kyle Thompson Kyle Thompson

total Reviews

4

Experience

8yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Complete Financial Balance Pty Ltd
Complete Financial Balance Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Arthur J. Gallagher & Co
Arthur J. Gallagher & Co
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $3,300.00
  • Ongoing Advice starting from $650.00

Advice preparation: Minimum fee $3,300 up to $10,000 for comprehensive advice. Minimum fee $880 for insurance advice The comprehensive advice preparation fee generally falls within the range of $3,300 to $10,000 depending on the complexity of your situation and the advice required. This fee may be paid by cheque or collected from any investment product on top of any implementation fee charged. In regards to life insurance products this plan fee can be deferred on the basis of the successful placement of business as outlined in the Statement of Advice and ensuring the life insurance contracts are maintained for a 12-month period. A policy needs to be held for 12 months, otherwise we will bill for the annual premium. Prior to you agreeing to proceed with the preparation of a Statement of Advice, the actual fee will be quoted to you.

Latest Customer Reviews (3 of 4 total)See all

"Kyle was very professional in our interactions. Responding to our every need and listening to our requests. "

Ryan, Under 35 29 Mar 2017

"We have always been impressed in the way that Kyle has taken the time to understand our circumstances and address our concerns. Kyle has always provided honest and clear feedback and helped us to implement effective strategies to improve our overall position."

Brendan, 46-55 5 Sep 2016

"A thorough engaging Professional with a depth of knowledge and understanding. Kyle has his fingers on the pulse at all times."

ron, 65+ 10 Dec 2015

History & Qualifications CONTACT THE ADVISER

My qualifications

Self-Managed Superannuation Fund (SMSF) (2011)

Margin Lending and Geared Investments (2010)

My membership
Awards
  • No award found
Years of experience
  • 8 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Royal Brisbane Place
17 Bowen Bridge Road, Herston
QLD 4006 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 4 Total Reviews
Ryan, Under 3529 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kyle was very professional in our interactions. Responding to our every need and listening to our requests. "

Brendan, 46-5505 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have always been impressed in the way that Kyle has taken the time to understand our circumstances and address our concerns. Kyle has always provided honest and clear feedback and helped us to implement effective strategies to improve our overall position."

ron, 65+10 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"A thorough engaging Professional with a depth of knowledge and understanding. Kyle has his fingers on the pulse at all times."

Mark, 35-4510 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kyle has always taken the time to explain things in a clear and concise manner and has a wealth of knowledge."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

MYONLINEADVISERS PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
3
Customers

#1
Insurance Protection
STRENGTH
3
Customers

#2
Estate Planning
STRENGTH
2
Customers

#2
Managing Debt
STRENGTH
2
Customers

#2
Preparing For Retirement
STRENGTH
2
Customers

#2
Tax Effective Strategies
STRENGTH
2
Customers

#3
Centrelink Benefits
STRENGTH
1
Customers

#3
Household Budgeting
STRENGTH
1
Customers

#3
Savings Investment
STRENGTH
1
Customers

#3
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

84%

Kyle Thompson

Company: Complete Financial Balance Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Kyle Thompson is a member of and in what capacity, the licensee or company of Kyle Thompson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Kyle Thompson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%