"I look to build wealth for my clients by investing in high quality companies for the long term."
Kylie commenced working in the finance industry for the Morgans Scone office in 2006. During this time Kylie has gained a comprehensive understanding of the financial markets through her close work with senior advisers and has completed a Diploma in Financial Services through Kaplan Education.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Wealth Management
Kylie specialises in long term portfolio construction and management. She works closely with her clients to fully understand their needs and develops an appropriate strategy that incorporates quality blue chip holdings and prudent portfolio management for a sound mix of income and capital growth over the longer term. Quality and diversification are the key principles that Kylie incorporates in the investment process. Kylie also has a particular interest in providing direct equity advice to self managed superannuation funds.
Industry Education & Experience
- Diploma of Financial Services, FINSIA, 2008
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Managed Investments
- Margin Lending