Kurt Ohlsen – Financial Adviser
Adviser identifying number: 1000634
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: PROFILE FINANCIAL SERVICES PTY LTD
Licence number: 226238
Licensee’s ABN: 32090146802
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/11/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFILE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 226238
Authorised Representative’s ABN: 32090146802
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Bachelor of Agricultural Economics – The University of Sydney
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Kurt Ohlsen 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