Wealth Advisory, Team Leader
Kylie is the team leader of the PWS Wealth Advisory team. Kylie graduated from Deakin University with a Bachelor of Commerce. She is a fully qualified Certified Practicing Accountant (CPA) and has a Diploma in Financial Planning. Kylie is committed to ensuring her clients achieve their personal and financial goals and improving their overall wellbeing. Kylie specialises in many areas including Self-Managed Superannuation Fund (SMSF) consulting and retirement planning.
Kylie is passionate about the Geelong community and in particular, mental health. Kylie was a participant in the 2014 & 2016 Leaders for Geelong program and as a result was part of a group that founded Healthy Minds Geelong. She continues to serve on the board today.
Outside of work, Kylie enjoys yoga, travelling and spending time with her family and friends.