Financial Adviser
· CARINGBAH, NSW
Kylie Springall
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269948
Kylie Springall is a financial adviser based in Caringbah, New South Wales, with 8 years of experience in the financial services industry. Kylie is currently authorised under Fortnum Private Wealth Ltd. Kylie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration (Finance) from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Master of Business Administration (Finance)
Charles Sturt University
2005
Graduate Diploma of Applied Finance and Investment
Securities Institute
2011
Diploma of Investor Relations
Australasian Investor Relations Association
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Government Debentures, Stocks or Bonds: class of product only.
Adviser is not to provide advice on specific securities. Adviser is only to provide SMSF related advice in conjunction with an SMSF specialist
Source: ASIC Financial Advisers Register