Kyle Brown

Kyle Brown Wealth Management

Platinum
17 Yrs Experience
Hobart, TAS 7000

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.

http://www.kbwealth.com.au/

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.99
  • Number of reviews 26
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kyle Brown Wealth Management

Ground Floor, 105 Macquarie Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232