|OakView Financial Pty Ltd
|level 4/12-14 Marine Parade
Southport, QLD 4215
With extensive experience in Management and Marketing, Kyle is passionate about making a difference to
the everyday Australian
by providing holistic and meaningful financial advice. Kyle believes that establishing an in-depth understanding
of his client’s needs is essentialto provide clients with appropriate financial strategies to meet their goals and objectives.
Kyle entered the financial sector through a passion of developing long term relationships
through existing Marketing roles, he completed a Diploma in Financial Planning (DFP), currently completing a Bachelor of Commerce (Financial Planning) at the University
of Queensland (UQ), and has completed the Financial Adviser Standards and Ethics Authority (FASEA) examination to ensure that his advice is compliant with regulatory requirements, as well as satisfactory among his peers.
Away from the office Kyle is
a tennis enthusiast, where he spent 4 years developing his skills as a tennis coach, and endeavours to lead an active and healthy lifestyle inside and outside of the workplace. Kyle brings an aspect of a ‘healthy life, healthy mind’ approach
to the OakView Financial culture, and has proven to his colleagues and peers that he works tirelesslyto provide holistic, long term strategies for couples, families and individuals.