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Kylie joined Verve Group in September 2022 as a Client Services Assistant in the Financial planning team. Kylie has over 30 years of client service experience, however, she is new to the Financial Planning industry and has embraced this change with enthusiasm. Kylie is the first point of contact for clients looking to connect with an advisor and liaises with clients for ongoing appointments and following up on outstanding documents.
Kylie thrives in a fast-paced and varied environment with a strong client focus. She appreciates that the team at Verve Group are a unique mix of professionals and are very friendly, who genuinely care about their clients and each other.
Outside of work, Kylie loves travelling, talking about travelling and planning her next trips. She also enjoys spending time at the beach, conveniently located within walking distance of the Glenelg office.
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