Kylie Wright

Kylie Wright Email and Phone Number

Partner and Head of Wealth Management | Certified Financial Planner | Specialist in Estate Planning and SMSFs @ Ulton
australia
Kylie Wright's Location
Bundaberg Central, Queensland, Australia, Australia
Kylie Wright's Contact Details

Kylie Wright work email

Kylie Wright personal email

n/a
About Kylie Wright

We specialise in service to Farmers, Businesspeople and professionals, who have a high level of income and/or assets and who have complexity in their lives and structures.I am a Partner of financial services firm, Ulton, and head of my firm's Wealth Management division. As a Certified Financial Planner® and accredited Self Managed Superannuation Fund (SMSF) Specialist Advisor™, I focus on SMSF strategies and estate planning, as well as general financial planning and life insurance. I provide these and other strategy-based solutions to clients throughout Queensland on a fee for service basis (having adopted fee for service in 2000).I am a regular speaker at industry events, including, and periodically deliver educational sessions on financial planning, Self Managed Super Funds, estate planning and risk. I also contribute regularly to my region’s newspapers, and have been published by the Journal of Financial Advice.I’m passionate about helping clients to solve their problems and overcome the obstacles to achieve their success. I partner with clients over the long term to deliver certainty in their financial lives. Read more about me at https://www.ulton.net/partners/kylie-wright

Kylie Wright's Current Company Details
Ulton

Ulton

View
Partner and Head of Wealth Management | Certified Financial Planner | Specialist in Estate Planning and SMSFs
australia
Website:
ulton.net
Employees:
50
Kylie Wright Work Experience Details
  • Ulton
    Partner And Head Of Wealth Management
    Ulton Aug 2006 - Present
    Queensland
  • Ulton
    Financial Adviser
    Ulton Nov 1999 - Present
    Queensland, Australia
    The Financial Planning division of Ulton Services Pty Ltd specialise in providing strategy based solutions to our clients and illustrating life long cash flows.
  • Retireinvest
    Client Services Officer
    Retireinvest Jun 1996 - Nov 1999
    Bundaberg, Australia
    I held several roles during my tenure with RetireInvest, including serving as Client Services Officer (1998 – 1999). In that role I was responsible for the preparation of letters of recommendation; liaison with Centrelink; and Commission reporting and receipting.One of my most valuable learning experiences was the September 1997 correction. Seeing the effects on retirees and those about to retire left an indelible impression. As a result, I have always considered myself to be a… Show more I held several roles during my tenure with RetireInvest, including serving as Client Services Officer (1998 – 1999). In that role I was responsible for the preparation of letters of recommendation; liaison with Centrelink; and Commission reporting and receipting.One of my most valuable learning experiences was the September 1997 correction. Seeing the effects on retirees and those about to retire left an indelible impression. As a result, I have always considered myself to be a conservative adviser who places a priority on capital protection in retiree portfolios. Show less

Kylie Wright Skills

Strategic Financial Planning Superannuation Smsf Wealth Management Estate Planning Retirement Planning Wealth Accumulation Wealth Income Protection Financial Advisory Investment Strategies Financial Planning Financial Risk Investments Finance Certified Financial Planner Investment Advisory Retirement Wealth Management Services Pensions High Net Worth Individuals Financial Planners Insurance Planning Pension Funds Smsf Specialist Adviser Estate Planning Adviser Agribusiness Family Owned Businesses Holistic Financial Planning Financial Services Strategic Financial Advice Wealth Preservation Wealth Transfer Intergenerational Wealth Transfer Individual Pension Plans Personal Pensions Super Investment Advisory Services

Kylie Wright Education Details

Frequently Asked Questions about Kylie Wright

What company does Kylie Wright work for?

Kylie Wright works for Ulton

What is Kylie Wright's role at the current company?

Kylie Wright's current role is Partner and Head of Wealth Management | Certified Financial Planner | Specialist in Estate Planning and SMSFs.

What is Kylie Wright's email address?

Kylie Wright's email address is kw****@****ton.net

What schools did Kylie Wright attend?

Kylie Wright attended Kaplan Professional, Kaplan Professional, Kaplan Professional, Aamc Training Group, Chartered Accountants Australia And New Zealand, Smsf Professionals' Association Of Australia Limited (Spaa), Financial Planning Assocation Of Australia, Deakin University, Deakin University, Lewis Clark State College, Lewiston, Idaho (Usa).

What are some of Kylie Wright's interests?

Kylie Wright has interest in Travelling, Yoga, Cycling, Reading.

What skills is Kylie Wright known for?

Kylie Wright has skills like Strategic Financial Planning, Superannuation, Smsf, Wealth Management, Estate Planning, Retirement Planning, Wealth Accumulation, Wealth, Income Protection, Financial Advisory, Investment Strategies, Financial Planning.

Who are Kylie Wright's colleagues?

Kylie Wright's colleagues are Peter Bunch, Amber Mizzi, Kate Napper, Kel Dunford, Adam Bargenquast, Harleen Kaur, Jason Krenske.

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