Kurt Ohlsen
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000634
- Location
- Parramatta NSW 2150
- Licensee
- Profile Financial Services Pty Ltd (AFSL 226238)
- Authorised since
- 28 November 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Agricultural Economics, The University of Sydney (2003); Advanced Diploma of Financial Planning, Kaplan Professional Education (2007)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Derivatives - limited to old law securities options contracts and warrants
- Tax (financial) advice
- Yes
- Register status
- Current
About Kurt Ohlsen
On the Financial Advisers Register kept by ASIC, Kurt Ohlsen appears as a current financial adviser in Parramatta, New South Wales, adviser number 001000634.
The licensee Kurt advises under is Profile Financial Services Pty Ltd (AFS licence 226238). That authorisation dates from 28 November 2007.
The register records 2007 as the year Kurt first provided financial advice. Qualifications and training on file include Bachelor of Agricultural Economics (The University of Sydney, 2003) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2007). Kurt is recorded as a member of Financial Advice Association of Australia (FAAA).
Kurt is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Derivatives – limited to old law securities options contracts and warrants.”
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Questions people ask
Is Kurt Ohlsen a registered financial adviser?
Yes. Kurt Ohlsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000634.
Which licensee does Kurt Ohlsen work under?
Profile Financial Services Pty Ltd, Australian financial services licence 226238.
What can Kurt Ohlsen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Derivatives - limited to old law securities options contracts and warrants."