Kyle Richmond

Portfolio Management Graduate

Kyle Richmond

As part of the Financial Planning team Kyle works closely with our Advisors to ensure the complexities of financial planning are addressed on behalf of our valued clients.

Kyle's knowledge and experience continue to develop through his work and interaction with clients and the Financial Advisors.

Contact Kyle
Phone: 03 8850 3333
Email: kyle@obbc.com.au



  • Committed to developing his knowledge, skills and experience
  • Working as part of the team to achieve valuable outcomes for our clients

Qualifications

  • Bachelor of Business (Banking & Finance)
  • Currently undertaking Diploma of Financial Planning

A few more team members

Mary Jollie

Mary Jollie

Client Services Co-ordinator

Mary Jollie
Fiona Phoon

Fiona Phoon

Senior Accountant

Fiona Phoon
Amanda Lacey

Amanda Lacey

Administration Assistant

Amanda Lacey
Uliana Ozerskaya

Uliana Ozerskaya

Graduate Accountant

Uliana Ozerskaya
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330