Kyle Thompson

Gallagher Benefit Services Pty Ltd

Platinum
13 Yrs Experience
Herston, QLD 4006
Kyle is a Certified Financial Planner (CFP) and Partner at Complete Financial Balance. Working with both individual and business clients we provide specialised advice in the areas of Superannuation, Business Succession Planning, Key Person Insurance, Buy/Sell Agreements, Managed and Geared Investment Strategies, Retirement Planning and Risk Protection. Kyle’s continued dedication to ongoing professional development and education earned him the Association of Financial Advisers (AFA) - QLD Excellence in Education Award in 2011. He was also awarded the AON Rising Star Award - 2012. Kyle is extremely proud of these awards and continues to build on these accomplishments providing his clients with specialist professional advice and personal ongoing service. With a keen passion for helping Professionals, SME's and young family's Kyle enjoys developing long lasting relationships with his clients and bringing clarity and focus to their finances. To get in contact with Kyle Thompson:-  | P: 1300 850 757 Mon-Fri 8:30am-5:00pm  | E: kyle.thompson@cfb.net.au  | W: www.completefinancialbalance.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 17
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Gallagher Benefit Services Pty Ltd

Royal Brisbane Place, Suite 14-18, Level 3, 17 Bowen Bridge Road
Herston, QLD 4006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Gallagher Benefit Services Pty Ltd

AFSL 488001

4.80
17 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.75

"Kyle has given us advice on financial management as I moved into retirement. He took the time to understand our situation and made sure we were happy with his proposed strategies. He is very approachable and easy to talk to and I feel very confident that our financial future is in good hands."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle’s expertise in Retirement/Pension, Superannuation and taxation have provided my husband and myself confidence in restructuring our finances to suit our needs. No queries are too small for Kyle. Whenever we are unsure or not understand fully some of the financial terms, Kyle has been very patient and explained everything very clearly to us. We are supported and comfortable with Kyle’s advice in our investments. Will definitely recommend Kyle to family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle is always very courteous and helpful in any situation and answers all questions we might have with great understanding. His friendly and open personality makes it very pleasant to deal and feel at ease with. We appreciate Kyle's knowledge and experience and feel confident having him as our financial adviser."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle has given me advice in life insurance. Kyle was always able to explain things to me in a clear way. Through Kyle's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Kyle's full care and attention when I needed it.'"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle assisted with restructuring my insurances and superannuation to suit the current/future requirements of both myself and my wife. Kyle was prompt to all meetings and always contactable on the phone to clarify any queries I had. Every time I required clarification Kyle was very approachable and provided me with much confidence of his understanding of his profession. Finally it has been a pleasure to work with Kyle and I look forward to working with him again to assess our policies for suitability in the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Through Kyle's knowledge, experience, high professionalism and patience I feel Very confident that the advice given was right for my needs."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Kyle has given me advice in areas including insurance and superannuation. He is very patient and takes time to explain things clearly. Through Kyle’s knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kyles service was extremely useful and easy to understand and I would recommend him to other seeking insurance"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Kyle to be very professional and passionate in his approach and explains things in a simple way. He is willing to help at any time. I have no hesitation in recommending Kyle."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle is extremely knowledgeable and passionate about his industry and is proactive in ensuring his clients needs are met. Kyle is also extremely professional and an absolute pleasure to deal with. Thankyou!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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