Kylie George

Kylie works with her clients to uncover their goals and dreams, prioritise them, and put a plan in place to achieve them. With 25 years’ experience in the financial and legal industries, including conveyancing, self-managed super fund administration and practice management has allowed Kylie to provide professional depth, and her commitment to continuous education brings consistent benefits to her clients.

The first thing that Kylie’s clients notice are her world class interpersonal skills. With a focus on clients in their 40’s, pre and post retirees, Kylie’s ability to put herself in your shoes and then provide clear, simple and effective strategies set her apart from her peers.

Kylie has an Advanced Diploma in Financial Services, the Fellow Chartered Financial Practitioner designation, and the SMSF Specialist Advisor designation. She is a member of the Association of Financial Advisers and the Self Managed Super Fund Association.

As the recipient of both state and national awards for financial advice, including the coveted industry wide AFA Rising Star Award in 2015. Kylie’s Clients can be assured that they have one of the most passionate advisers looking after their financial needs and helping them create the life they want and deserve.

A little bit from Kylie herself...

I love the difference that great financial advice can make. I constantly see the massive impact that financial advice has. It gives direction, rather than just stumbling through life and hoping for the best.

I work with my clients to uncover their goals and dreams, prioritise them, and put a plan in place to achieve them. This is done by starting with where you are currently at, working out where you want to be, and making a plan to get you there. Then monitoring your progress towards your goals, life doesn’t always go to plan and your goals do change!