Financial Adviser
· DUNCRAIG, WA
Kylie Thompson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457539
Kylie Thompson is a financial adviser based in Duncraig, Western Australia, with 11 years of experience in the financial services industry since 2015. Kylie is currently authorised under Akambo. Kylie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kylie's qualifications include a Bachelor of Business (Accounting and Finance) from Edith Cowan University (ECU). Kylie is a member of CPA - Certified Practising Accountant (CPA) and CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Accounting and Finance)
Edith Cowan University (ECU)
1990
LAW1100 Legal Framework I
Edith Cowan University (ECU)
1990
LAW2400 Taxation Law II
Edith Cowan University (ECU)
1991
CPA
CPA Australia
2011
Accreditation in SMSF
Terra Cordis
2013
Accreditation in Margin Lending
Pinnacle
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2022
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan
2025
FPC007B Client Enagagement Skills
Behavioural Finance - Kaplan