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
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 26
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Kyle Brown Wealth Management
Ground Floor, 105 Macquarie StreetHobart, TAS 7000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232