Count Financial welcomes Kyle Brown Wealth Management into fold

count advice

21 December 2022
| By Rhea Nath |
image
image
expand image

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.”

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks 5 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 2 days ago

TOP PERFORMING FUNDS