Kylie Tien Wright – Financial Adviser

Adviser identifying number: 245052
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 30/06/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ULTON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000460875
Authorised Representative’s ABN: 73168815450

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Kylie Tien Wright is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility