Kyle Boulden

Kyle Boulden, CFA, is a seasoned professional currently excelling as a Private Banker at Macquarie Private Bank. In his role, he focuses on providing investment advisory services to high net worth individuals, specializing in Australian and International equities, and options trading. Kyle and his team have expertise in portfolio construction for HNW clients and offer trade execution services to institutions and small to medium-sized fund managers. Their commitment is to deliver exceptional professionalism and top-quality service to all clients, reflecting the values of The Private Bank.

Kyle's educational background includes a Chartered Financial Analyst (CFA) certification from the CFA Institute, as well as accreditations in Derivatives Advising and Financial Planning from Kaplan Professional. He holds a Bachelor of Commerce degree in Accounting and Finance from The University of Sydney Business School. Furthermore, Kyle's academic journey includes a Graduate Diploma in Financial Planning and various other financial planning qualifications from Kaplan Professional and The Scots College.

With a comprehensive work history in the financial sector, Kyle has held key positions such as Associate Investment Advisor, Client Service Associate, and Wealth Management Consultant at reputable firms like Macquarie Group and BT Financial Group. His diverse experience and strong educational foundation make him a valuable asset in the realm of private banking and investment advisory services.