Kylie joined Oak Tree Financial Planning in late 2016 in the position of Office Manager.
Kylie manages the administration side of our office and also assists our financial adviser’s with client services.
Her experience in administration, and her exceptional organisational skills ensures the day-to-day operations of our office run smoothly, helping to provide the highest level of service to our valued clients.
As a mother of 4 being organised is an essential part of Kylie’s life. As Benjamin Franklin once said “For every minute spent organizing an hour is earned”.
I love making lists and then crossing completed jobs off them.