Kylie Ann George
INSIGHT INVESTMENT SERVICES PTY LTD · Swan Hill VIC 3585 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000424874
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- INSIGHT INVESTMENT SERVICES PTY LTD · AFSL 309996Since 10 November 2025
- Principal business address
- Swan Hill VIC 3585
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- AFA - Fellow, Chartered Financial Practioner; Financial Advice Association of Australia (FAAA); SMSF Association - SMSF Specialist Advisor Designation
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2025 – presentINSIGHT INVESTMENT SERVICES PTY LTD · AFSL 309996
- CEASEDDec 2022 – Oct 2025M GROUP FINANCIAL PLANNING PTY. LTD. · AFSL 340094
- CEASEDOct 2022 – Dec 2022PARAGEM PTY LIMITED · AFSL 297276
- CEASEDMay 2020 – Sep 2022RI ADVICE GROUP PTY LTD · AFSL 238429
- CEASEDSep 2018 – May 2020FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDJul 2016 – May 2017NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
- CEASEDJul 2013 – Jun 2016COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDMar 2013 – Jun 2016FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDJul 2012 – Mar 2013APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser
Kaplan Professional · 2026 · Other
Graduate Diploma of Financial Planning
Kaplan Professional · 2022 · Graduate Diploma (AQF 8)
Fellow Chartered Financial Practitioner
Association of Financial Advisers · 2017 · Professional Designations
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy · 2014 · Advanced Diploma (AQF 6)
SMSF Specialist Advisor
SMSF Professionals Association of Australia Ltd · 2014 · Diploma (AQF 5)
Margin Lending
GWM Adviser Services, Advice Education · 2012 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Kylie Ann George claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kylie Ann George on Souffle yet.
Contacting Kylie Ann George
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
INSIGHT INVESTMENT SERVICES PTY LTD · AFSL 309996
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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