Kylie Oakes

About: Kylie Oakes

Work experience

Kylie has been in the Financial Services industry since 2007 and completed a Diploma of Financial Planning and SMSF Accreditation in 2009/2010. She worked with Rob McGregor for 6 years, left in 2013 to go on maternity leave and returned in 2023. Prior to her financial planning roles, she worked as a paralegal for 15 years in Australia and the UK in all areas of law.

Kylie is also Justice of the Peace (Qualified) since 2002.

Role – Describe what you do

My role as an Associate at McGregor Wealth Management consists of assisting our Advisers implement and manage our clients to meet their financial goals and desired lifestyle.

Outside of work – what do you like to do?

I love being outdoors and animals. I volunteer as a Cub Scout leader for the Noosa Sea Scouts.

My daughter and I show our miniature horses, we especially enjoy the performance classes. I also train my border collie in agility.

What is one thing about you that people would be surprised to know?

I’m currently studying the Mastersons method for horse and dog bodywork.

Name one person that you draw inspiration from and why?

My Grandmother, she was so thoughtful and resourceful, she helped everyone in need, all with a smile.

What is your favourite book, movie and food?

Book – The four agreements by Miguel Ruiz
Movie – Mamma Mia!
Food – Thai Food

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.