Kyle Thompson has had a diverse range of roles in their work experience. Kyle started their career at Complete Financial Balance in 2007 as a Paraplanner and then transitioned to become a Senior Financial Planner in 2009. Kyle held these roles until December 2023. In 2017, they joined Gallagher as a Senior Financial Advisor and later became the Head of Personal Solutions in August 2022. Currently, they serve as the Head of Financial Wellbeing at Gallagher, starting in October 2023.
Kyle Thompson obtained a Bachelor of Business degree in Accounting and Finance from QUT (Queensland University of Technology) from 2003 to 2006. Kyle also holds additional certifications including an Advanced Diploma of Financial Planning from Kaplan University and a Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia. Additionally, they completed a Specialist Program in Self Managed Superannuation Funds from Kaplan University.
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