Kylie Macdonald

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Authorised Representative: 000259299

Principal (Chatswood & Mona Vale) / Investment Adviser

"Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation."

With 20 years experience in the finance sector, Kylie provides individual and corporate clients with expertise and advice in direct equity investment. Deeply committed and community minded, Kylie has served on various not-for-profit boards since 2001, promoting the engagement of children and their families in an active philanthropy.

Services and specialities

  • Financial Planning
  • Margin Lending and Gearing Strategies
  • Philanthropic Services
  • Portfolio Administration
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

Investment Style

In managing over $300m in client funds, Kylie provides stockbroking services, including portfolio compilation, execution and monitoring. Kylie actively manages the portfolios of high net worth individuals to ensure that their investment needs are met while achieving tax efficient outcomes. Kylie also specialises in establishing and managing private ancillary funds to assist families, individuals and foundations to plan their giving.

Industry Education & Experience

Qualifications
  • Diploma of Financial Markets, Finsia, 1999
  • Diploma of Financial Advising , Finsia, 2001
  • Diploma of Financial Planning, Finsia, 2000
Professional Associations
  • Tax (Financial) Adviser
  • Member AICD (Australian Insititute of Company Directors)
  • Member Philanthropy Australia
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary. As a shareholder of Northside Wealth Pty Ltd, I may be entitled to a share of profits. I am a Director of North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. As a Director and shareholder, I will be entitled to a percentage of fees and share of profits.