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Kylie Pryce

Director / Financial Planner

I want to make a difference by ensuring clients feel confident when making financial decisions.

Kylie embarked on her career in financial services with AMP in 1987 where she worked in various administration roles before moving across to work in a financial planning practice in 1997 as a Paraplanner. It wasn’t long before Kylie realised she wanted to work directly with clients and in 2000 moved into a Financial Planning role in a practice in Gladstone. Kylie ended up taking over the business and in 2008 merged her financial planning business into the Invest Blue group. Kylie made the decision to merge her business with Invest Blue as she values the support and client experience that Invest Blue provides to clients.

Kylie is an active member of the local Midday Rotary Club that helps raise funds each year to help local charities as well as International projects.   She has also been on the Management Committee for Gladstone Aquatic Therapy in the capacity of treasurer for the past 15 years.   

Kylie’s greatest achievements are becoming a mother and Completing a Masters of Financial Planning. Kylie enjoys keeping fit and cooking.

Areas of specialisation

  • Transition to retirement strategies
  • Retirement strategies
  • DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

  • Master of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice QLD

Memberships and Associations

  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals' Association of Australia Limited (SPAA)

 



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"
If you need a good investment planner use the one I have. Good friendly service always trying to be helpful. "
Mr P Daley
Gladstone QLD