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 4.85
  • 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