Kylie Wright Financial Planner Report

Name:
Kylie Tien Wright

Rep Number:
000245052

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-06-30 onwards

Location:
Bundaberg, , QLD, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Ulton Wealth Management Pty Ltd

Licence Number:
000460875

ABN:
73 168 815 450

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
FPA
Certified Financial Planner
FPA
Diploma of Financial Services (Financial Planning)
SMSF Association
SMSF Specialist Adviser
Tribeca
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
SMSF Association