After graduating from the University of Tasmania in 2004 I initially gained experience in Financial Planning in an administrative support role. I became appropriately authorised in 2007 and have been proudly giving financial advice and services ever since. Assisting people to achieve their financial goals is something I am professionally passionate about and I feel fortunate to be in this role. I was a partner of what was a larger firm, from 2009 until the end of 2016. In 2017 I seized the opportunity to branch out and develop my own high end private financial planning firm. I offer highly professional, reliable financial support and guidance.
Wealth accumulation, wealth protection and retirement planning are the three overarching areas that I assist people with on a daily basis. Specifically I can help in the following areas;
- Superannuation Management
- Superannuation Contributions
- Retirement Planning
- Retirement Funding
- CentreLink Planning
- Investment Portfolios
- Personal risk management
- Life Insurances
On a daily basis I work with my clients putting in place plans that help them achieve their financial goals. I am thankful to my clients that they entrust in me this important task and I take great pride in conducting myself fairly, transparently, ethically and professionally. Clients often comment that I am a dependable partner in an important area of their lives, and that my help brings financial confidence and peace of mind.
Kyle has been very helpful over many years. Retirement has been made simpler and feels very natural. I very much look forward to enjoying my retirement and not having to worry at all about our savings.
Kyle is a highly knowledgeable and trustworthy adviser that I would recommend to anyone needing to run passed their financial position and goals. Kyle is friendly, a great listener and just plainly an awesome trusted adviser you can count on. He is always there to take my calls and enquiries and this appears to set him apart by staying close with his clients. I am fairly tuned in to my financial plan however, with his excellent direction and guidance of the financial landscape, Kyle made me aware of methods to further bolster my financial position that I would otherwise not be aware of. I highly recommend everyone road-test their financial position with Kyle.
Kyle was very thorough reviewing our circumstances and was able to interpret our wishes to develop a comprehensive financial plan. We were very comfortable with the level of expertise and simple explanations to the plan advice
Kyle is very patient and explains things really well.
Kyle has taken away the stress of deciding to retire. Kyle has given me valuable advice with regards to planning and superannuation. Everything was explained in a clear way and I was given total support, step by step. Many thanks
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2007
- Years of experience 16
- Certified Financial Planner (CFP)
Kyle Brown Wealth ManagementGround Floor, 105 Macquarie Street
Hobart, TAS 7000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited