Kyle Sutton
Adelaide,SA
Summary
Dedicated stockbroker and investment adviser with nine years of experience in the finance industry. Early years as a Financial Planner and more recently turned to focus on the Investment side for clients. I Graduated from Adelaide Uni with a major in Corporate Finance and hold a Diploma and Advanced Diploma of Financial Planning.
Skilled in constructing high-quality investment portfolios for HNW clients, focusing on SMSF and Pension portfolios using Direct Equities, Managed Funds, ETFs, Fixed Interest, and Property Assets. Proven expertise in research, data analysis, and strategic planning. Passionate about investing, with a strong ability to build lasting client relationships and provide tailored investment strategies to both retail and wholesale clients. Known for problem-solving skills, attention to detail, and dedication to continuous growth in the finance industry. Very hungry to grow a strong client base if given access to the opportunity.
Overview
13
13
years of professional experience
Work History
Investment Adviser / Stockbroker
Taylor Collison
Adelaide, SA
04.2023 - Current
- Actively sought out new business opportunities by networking with potential investors.
- Executed buy and sell orders for clients based on their individual needs and objectives.
- Reviewed client portfolios regularly to assess risk levels and make appropriate adjustments.
- Portfolio construction and asset allocation
- Speak with Wholesale clients regarding IPO's and Placements.
Associate Financial Advisor/Portfolio Construction
DMA Financial Strategists
Adelaide
02.2018 - 04.2023
- Managed direct equities research and analysis, including portfolio construction and preparation of quarterly reports for high net worth clients. Developed RoA (Return on Assets) documents, utilized X-Tools for modeling cashflows and retirement projections for new clients. Interacted with product providers and managed corporate actions. Authored weekly blog summarizing financial markets updates to engage clients as well as served as first point of contact for client inquiries.
- Prepared investment performance reports for client portfolios using software applications.
Financial Advisor
iProsper Financial Planning
Adelaide/Melbourne
12.2016 - 01.2018
- Face to Face meetings with current clients to assess their current financial position, Identifying strategy required for each client, On-going follow ups and liaising with clients, Insurance, Super, Budget and Mortgage work, Calculating Wealth Protection needs & Providing Insurance quotes, SOA preparation, Super work - Rollovers, Investment strategies, Strong Sales Training, Reaching weekly KPI statistics
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Review ParaPlanner
Crosby Dalwood Pty Ltd
12.2013 - 12.2016
- Write Records of Advice after contacting the client and discussing the strategy with the adviser, Innovation - Created Pro Rata Calculator, used by admin team to execute trades after a Statement of Advice
- Created a data base for specific knowledge required for the role, Liaise with financial advisers, accountants, fund managers, solicitors, banks, licensee etc
Client Services Officer
Crosby Dalwood Pty Ltd
03.2013 - 12.2013
- Accurate preparation of investment and insurance application forms, Buying and Selling managed funds and shares, Updating and maintaining databases and internal spreadsheets, Innovation in the recording of processes and procedures
Researcher/Data Analysis
The hacking trust: UK Property Acquisition Specialists
01.2012 - 03.2013
- Data collection / Analysis and presentation, Read financial information from companies and interpret the information for management
- Created databases for tracking research activities and results.
Education
2006 Graduate - TER Score 92 -
Rostrevor College
Bachelor of Commerce, Corporate Finance - 2012 -
Adelaide University
Diploma of Financial Planning - 2013 -
Integrity Education
Advanced Diploma of Financial Planning - 2019 -
Kaplan
Skills
- IRESS
- HUB Connect
- Complii
- COIN
- Chant West
- Myob
- X-Tools
- Direct Equities Research
- Data analysis
- Financial Planning
- Risk researcher
- Portfolio Construction
- Client & Stakeholder Reporting
- Client Relationship Building
- Portfolio Management
- Problem-solving skills
Summaryofqualificationsskills
- Bachelor of Commerce (Major Corporate Finance)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- COIN, Chant West, Myob, X-Tools
- Direct Equities Research & Data analysis
- Insurance quotes, Risk researcher
- Portfolio Construction
- Client & Stakeholder Reporting
References
- IProsper Financial Planning, Brian Sayer, Financial Adviser
- DMA Financial, Mike Page, Financial Adviser
Timeline
Investment Adviser / Stockbroker
Taylor Collison
04.2023 - Current
Associate Financial Advisor/Portfolio Construction
DMA Financial Strategists
02.2018 - 04.2023
Financial Advisor
iProsper Financial Planning
12.2016 - 01.2018
Review ParaPlanner
Crosby Dalwood Pty Ltd
12.2013 - 12.2016
Client Services Officer
Crosby Dalwood Pty Ltd
03.2013 - 12.2013
Researcher/Data Analysis
The hacking trust: UK Property Acquisition Specialists
01.2012 - 03.2013
2006 Graduate - TER Score 92 -
Rostrevor College
Bachelor of Commerce, Corporate Finance - 2012 -
Adelaide University
Diploma of Financial Planning - 2013 -
Integrity Education
Advanced Diploma of Financial Planning - 2019 -
Kaplan
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