Count Financial welcomes Kyle Brown Wealth Management into fold
Hobart-based Kyle Brown Wealth Management has been announced as the latest firm to join Count Financial’s national advice community.
According to director and adviser Kyle Brown, the move to join the CountPlus-owned licensee came at an opportune time.
“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,” he stated.
In the last year, Count had been one of the few licensees in Australia reflecting positive growth in authorised representative numbers, having appointed 74 new advisers in 2022.
“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,” Brown added.
“The Count Charitable Foundation also resonated with me, as our business is passionate about giving back to community and supporting local charities.”
Andrew Kennedy, chief advice officer at Count, expressed optimism about the appointment.
He said: “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.”
AUTHOR
Rhea Nath
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
