Kyle has worked in the financial services industry since 2007. Kyle works with both individual and business clients to provide specialised advice.
Kyle’s continued dedication to ongoing professional development and education earned him the Association of Financial Advisers QLD Excellence in Education Award 2011. Kyle is extremely proud of this award and continues to build on this accomplishment providing his clients with the best in professional advice and personal ongoing service.
- Bachelor of Business (Accountancy and Finance), QUT 2006
- Advanced Diploma Financial Planning
- SMSF Specialist
WHEN did you start with CFB?
I started with CFB in 2007.
WHAT are your duties at CFB?
My core responsibilities revolve around providing ongoing and pro-active advice to my clients to ensure they have the correct framework and strategies in place to help them meet their long term personal and financial aspirations.
WHAT have you done professionally that you are proud of?
Receiving both the AFA Excellence in Education Award and AON Rising Star Award in 2011.
WHAT are you passionate about outside of work?
Being office bound for the larger part of the week I enjoy getting out and keeping active on the weekends, spending time with the family, catching up with friends and the odd wave. Any chance to travel and I’m taking it!