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Kyle Brown Wealth Management is a
Corporate Authorised Representative of
RI Advice Group Pty Ltd
ABN 23 001 774 125, AFSL 238429

Our team

Our team is highly qualified, professional, caring, and compassionate. We take great pride in being described as delivering ‘good old fashioned quality service’.

The core values which are important to us and help shape our behaviours are:

  • Openness and honesty – we feel quality financial advice requires us to be completely open and upfront.
  • High moral standards – we go about our daily activities with fairness and compassion, this transposes to conducting business and client relations with high moral integrity.
  • High compliance standards – we take great confidence in our high level of adherence to industry standards, helping us to produce advice that is in the very best interest of our client.
  • Focus – we like to fully apply ourselves to the scenario in front of us. Perfection requires attention to detail.
Kyle Brown

Kyle Brown

CFP® | BCom | AdvDFP | DFP
Director / Financial Adviser

Authorised Representative
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Kyle has worked in the Financial Planning industry since his graduation from the University of Tasmania in 2004.  Kyle is professionally passionate about assisting people to achieve their financial goals and feels fortunate to have made this his career. Previously, Kyle was a partner/director of a larger firm, from 2009 until the end of 2016.  In 2017, Kyle seized the opportunity to branch out and develop his own high-end private financial planning firm.

Kyle’s qualifications include;

  • Certified Financial Planner® and ongoing member of the Financial Planning Association.
  • Bachelor of Commerce Degree from the University of Tasmania.
  • Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Services (Financial Planning).

The three key overarching areas Kyle can help with are; wealth accumulation, wealth protection, and retirement planning. On a day-to-day basis, Kyle helps his clients put in place a plan to achieve their financial goals.  He is thankful to his clients that they entrust him with this important task and takes great pride in conducting himself fairly, transparently, ethically, and professionally.

Kyle specialises in the following areas;

  • Investment Portfolios
  • Superannuation Strategies
  • Retirement Planning
  • Centrelink Guidance
  • Personal Risk Management (Life Insurances)
  • Business Planning
  • Business Risk Protection
  • Business Key Person Protection
  • Business Buy/Sell Insurance
  • Estate Planning

FSP Awards 2018 & 2019 & 2020

Emily Lovell

Emily Lovell

BBus | BEc | DFP
Client Services Manager

Emily is the client services manager for Kyle Brown Wealth Management and has worked in the finance industry for the last three years. Emily holds a degree from the University of Tasmania where she specialised in finance, economics, and accounting and has since completed further studies in financial planning. Emily is passionate about providing excellent service to clients in a professional and confidential manner. Outside of the office, Emily enjoys spending time with family and friends, attending live music events, and bushwalking. 

Emily’s qualifications include;

  • Bachelor of Business and Economics from the University of Tasmania
  • Diploma of Financial Planning

A Brighter Future