Kyle Brown

Kyle Brown Wealth Management

Platinum
15 Yrs Experience
Hobart, TAS 7000

Recent reviews

Kyle Brown Wealth Management

Ground Floor, 105 Macquarie Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 24
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
24 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.75

"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"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle is very patient and explains things really well."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle gave thorough. well researched and accurate advice on a range of complex superannuation and retirement issues. Kyle quickly understood the service I needed from him and immediately set about obtaining the information from different sources. Kyle was easy to understand and presented all options so that I understood the advantages and disadvantages of each option. Kyle and Emily were friendly and able to accommodate appointments when I needed them. I feel very confident the advice suits me and my family needs. Kyle also went the step further in helping with forms and requesting information and service from my various financial accounts."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle has helped out with my superannuation and retirement planning - Kyle and his business have been very helpful."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle and the team have been very helpful over the years. They have helped me to maintain appropriate insurances and superannuation over a long term change from being employed to running my own business."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle has helped me out immensely with my personal insurances. I was not certain what covered I needed and how to put it in place. Kyle recommended the right cover and made the process simple to follow. Over the years he has provided great ongoing support!!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Superannuation and Life Insurance are a tad complex. Kyle does a great job at making the key areas understandable. Kyle has been very helpful to me and my family over the years - I recommend his advice and services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle helped explain matters clearly. Kyle helped me to identify some key financial goals to aim for and strategies to help me achieve these."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kyle always puts you at ease and listens to what you have to say and answers your questions promptly in language you understand as well as standing up for your rights and ensuring that all of your financial needs are sorted- very thorough indeed!!!!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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