Financial Adviser · PARRAMATTA, NSW

Kurt Ohlsen

19 Years experience

Tax advice
authorised

Currently at

Parramatta, NSW

View firm profile

ASIC Registered · ADV 001000634

Kurt Ohlsen is a financial adviser based in Parramatta, New South Wales, with 19 years of experience in the financial services industry. Kurt is currently authorised under Profile Financial Services Pty Ltd. Kurt holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Agricultural Economics from The University of Sydney. Kurt is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Derivatives - limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Agricultural Economics

The University of Sydney

2007

Advanced Diploma of Financial Planning

Kaplan Professional Education

Registration History

Profile Financial Services Pty Ltd

Nov 2007 - Present Current

Derivatives - limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register