Meet our Financial Planners! With over 40 years of experience between them, they are passionate about helping you with your financial plan no matter what age and stage of life you are going through.
Kyle’s family has a long association with the New England region with his grandfather operating Pearson’s Sawmill in Guyra.
Kyle joined Roberts & Morrow in 1991, graduating shortly after from The University of New England. He qualified as a Certified Financial Planner in 1998 having first gained a sound background in tax as a Chartered Accountant. He became a Partner of Roberts & Morrow in 2009.
Kyle leads the Roberts & Morrow Financial Planning team offering clients a unique approach to investing focusing on direct shares, property and income securities. Kyle’s clients benefit from tailored investment strategies that are transparent, tax effective and regularly reviewed to incorporate changed circumstances and goals.
Kyle enjoys spending time with his wife Jenny and his out of work interests include sport, forensic ballistics and studying & collecting ammunition.
Kyle Pearson is an Accountant Authorised Representative of Count Financial Limited.
Kylie graduated from the University of New England with a Bachelor of Economics in 1988. She began her career in the Australian equity market, working in Funds Management in Sydney and London, moving to Brisbane in 2000 to work in Corporate Superannuation. In 2010 Kylie returned home to her birthplace of Armidale with her husband Scott and two children.
Throughout this time Kylie continued her study obtaining Graduate Diplomas in Applied Finance and Investment and Financial Planning. She is an Associate of the Financial Planning Association of Australia and a SMSF Specialist Adviser.
Kylie enjoys taking the complex and making it simple – “my biggest enemies are apathy and inertia. I’d like to help you take control of your money and your life with the financial knowledge you need to do so”
When not at work Kylie enjoys spending time with her husband on their small cattle property and patchwork quilting.
Kylie Alcorn is an Accountant Authorised Representative of Count Financial Limited.
David worked as a financial planner in Brisbane for two years before joining Roberts & Morrow in 2014. David has 6 years’ experience in the superannuation industry and is passionate about the field of superannuation. He is accredited in providing financial advice for self managed superannuation funds, investment, life insurance and is our specialist in the area of aged care advice.
In his spare time, David enjoys spending time with his family and watching rugby union, especially his home team the New Zealand All Blacks.
David McDowell is an Accountant Authorised Representative of Count Financial Limited.