Financial Adviser · BUNDABERG, QLD

Kylie Tien Wright

BUNDABERG, QLD
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245052
Currently at
Bundaberg, QLD (firm address)

Kylie Tien Wright is a financial adviser based in Bundaberg, Queensland, with 27 years of experience in the financial services industry since 1999. Kylie is currently authorised under Ulton Wealth Services, operating through Ulton Wealth Management. 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd. Kylie is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2020
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2023
Commercial Law for Tax (Financial) Advisers
AAMC Training Group

Registration History

Oct 2017 - Present Current
Jun 2014 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register