Financial Adviser · SWAN HILL, VIC

Kylie Ann George

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000424874

Kylie Ann George is a financial adviser based in Swan Hill, Victoria, with 14 years of experience in the financial services industry. Kylie is currently authorised under Insight Investment Services Pty 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 Graduate Diploma of Financial Planning from Kaplan Professional. Kylie is a member of AFA - Fellow, Chartered Financial Practioner, Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor Designation.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012
Margin Lending
GWM Adviser Services, Advice Education
2014
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2014
SMSF Specialist Advisor
SMSF Professionals Association of Australia Ltd
2017
Fellow Chartered Financial Practitioner
Association of Financial Advisers
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Accredited Listed Product Adviser
Kaplan Professional

Registration History

Nov 2025 - Present Current
Dec 2022 - Oct 2025 Ceased
Oct 2022 - Dec 2022 Ceased
May 2020 - Sep 2022 Ceased
Securities: Class of product only.
Sep 2018 - May 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending.
Jul 2016 - May 2017 Ceased
Jul 2013 - Jun 2016 Ceased
Not authorised to provide personal advice on Standard Margin Lending
Mar 2013 - Jun 2016 Ceased
Not authorised to provide personal advice on Standard Margin Lending
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2012 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register