Kyle Brown Wealth Management joins Count

 

Count has announced the appointment of leading Hobart-based advisory business Kyle Brown Wealth Management as the latest firm to join its national advice community.

In 2022, Count has appointed 74 new advisers and is one of few licensees in Australia showing positive growth in Authorised Representative numbers.  

Kyle Brown Wealth Management was formed out of a larger Hobart-based firm in 2017, driven by a passion to provide a high-touch, service-focused offer to clients.

“I wanted to work with lower client numbers, offer a deeper level of service, and rapidly evolve the technology ecosystem that is the heart and soul of our daily operations. This was timely given the need to create business efficiencies through technology in recent years,” said Kyle Brown, Director and Financial Adviser.

Kyle Brown Wealth Management’s business philosophy aligns closely with Count, with both businesses passionate about delivering exceptional client outcomes, particularly at a time when financial advice is more important than ever.

“Count offers a professional partnership where advisers come first, their needs are meet and their businesses are supported within a robust but common-sense compliance framework, which in turn leads to a better experience for our clients,” he added.

Mr Brown also highlighted Count’s renowned sense of community as a driving factor behind the decision to join the CountPlus-owned licensee. 

“I’m joining a terrific network of professionals. Count’s community of quality firms impressed me and gave me confidence that we would be working with like-minded peers. These are firms that we want to work with, network with and help drive a positive future of the advice industry in Australia. The Count Charitable Foundation also resonated with me, as our business is passionate about business giving back to community and supporting local charities.”

Andrew Kennedy, Chief Advice Officer at Count, said that Kyle Brown Wealth Management will bring leadership, professionalism and expertise to their national adviser community. 

“Kyle and his team have developed a strong reputation thanks to their holistic offering and meticulous approach to advice and the client experience. Bringing such a professional and high-calibre firm into our network is a great outcome for us and our Member firms, particularly those in Tasmania.”