Daniel Geoffrey Kohlman – Financial Adviser

Adviser identifying number: 260694
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 08/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HALCYON FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 257935
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – Deakin University
  • Certified Financial Planner – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Daniel Geoffrey Kohlman is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation