Kylie Tien Wright
Financial Adviser in Bundaberg, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245052
- Location
- Bundaberg QLD 4670
- Licensee
- Ulton Wealth Services Pty Ltd (AFSL 497721)
- Authorised since
- 4 October 2017
- First provided advice
- 1999
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2020); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2020); Commercial Law for Tax (Financial) Advisers, AAMC Training Group (2023)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kylie Tien Wright
On the Financial Advisers Register kept by ASIC, Kylie Tien Wright appears as a current financial adviser in Bundaberg, Queensland, adviser number 000245052.
Kylie provides advice as an authorised representative of Ulton Wealth Services Pty Ltd, which holds Australian financial services licence 497721. The current authorisation started on 4 October 2017.
According to the register, Kylie first provided financial advice in 1999. Qualifications and training on file include Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2020), Master of Financial Planning (Kaplan Higher Education Pty Ltd, 2020) and Commercial Law for Tax (Financial) Advisers (AAMC Training Group, 2023). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
Kylie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kylie Tien Wright a registered financial adviser?
Yes. Kylie Tien Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245052.
Which licensee does Kylie Tien Wright work under?
Ulton Wealth Services Pty Ltd, Australian financial services licence 497721.
What can Kylie Tien Wright give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.