Kyle Greenwood

Client Services Officer

Kyle is a Client Services Officer who supports both clients and advisers throughout the financial advice journey. His primary responsibilities include coordinating client onboarding, implementing advice recommendations, and managing ongoing service requirements. Highly organised and detail‑oriented, Kyle ensures processes run smoothly and clients feel supported at every stage of their relationship with the firm.

With three years of industry experience, Kyle holds a Graduate Diploma in Financial Planning and is currently completing his Professional Year in line with his goal of becoming a financial adviser. This foundation gives him a strong understanding of financial strategies and client needs, which he brings to every interaction. He is known for being reliable, responsive, and thorough in his approach.

Outside of work, Kyle enjoys spending time on the ocean fishing and is actively involved in local AFL.

Kyle’s approach is grounded in clear communication, attention to detail, and a commitment to delivering a high‑quality client experience that reflects the firm’s values of integrity, collaboration, and client‑first service.