Private Client Adviser
Kyoung is a Private Client Adviser in the Melbourne office for the Shadforth Financial Group.
Education and experience
Kyoung has a Master of Science and Bachelor of Science degrees in Mathematics and has completed the Graduate Diploma in Financial Planning. Kyoung is a member of the Financial Planning Association of Australia Limited and holds the SSA (Self Managed Super Fund Specialist Adviser) designation from the Superannuation Professionals Association of Australia. Also, she is an Associate of the Australian Insurance Institute (AAI).
Kyoung has been providing personal wealth management and financial advice since 1988. Over this time, Kyoung has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management.
Kyoung offers personal financial advice to high net worth individuals as well as small and large business clients, developing investment strategies and working closely with their accountants. She has presented at financial services events and is a regular contributor to the financial media, including newspapers, magazines and other publications. Prior to joining Shadforth, Kyoung was a principal adviser at Magnitude Private Wealth and Westpac Private Bank.
Kyoung was recognised in the Australian's Top 50 Financial Advisers in Australia, in association with Barron's in 2018.
Outside of work
Away from work, Kyoung enjoys cycling and watching movies. She is married to Tim with a daughter, Aurora.