Kurt Ohlsen

Kurt Ohlsen Email and Phone Number

Financial Interpreter @ Profile Financial Services
australia
Kurt Ohlsen's Location
Greater Sydney Area, Australia
Kurt Ohlsen's Contact Details

Kurt Ohlsen personal email

n/a
About Kurt Ohlsen

I love learning about people and the technical side of finance. And I really enjoy problem solving. As an Adviser, I find myself in a very fortunate position. I speak to a lot of successful people about their lives and what they’d like to achieve. Invariably, this involves the sharing of some great stories about how my clients have approached things over time…..for better and for worse! I believe a good Financial Adviser can learn so much from their clients’ experience and use this to guide others.Earlier in life I spent a couple of years working on a cattle station in the Kimberly region of north west Australia. I think this experience certainly brought out my love of problem solving. Most days provided me with challenges that certainly did not have “cookie cutter” solutions, although I did not find that there are many things that couldn’t be fixed with a set of pliers and fencing wire! As an Adviser I once again find myself presented with this same opportunity – working with different people, different situations, problems and goals. Of course, these days I find a good financial plan seems to provide a better solution more often than the fencing wire.

Kurt Ohlsen's Current Company Details
Profile Financial Services

Profile Financial Services

View
Financial Interpreter
australia
Employees:
32
Kurt Ohlsen Work Experience Details
  • Profile Financial Services
    Senior Financial Planner
    Profile Financial Services Mar 2007 - Present
    Profile was founded in 1989 and is now working with our original client's granchildren. This is a testament to the ongoing relationships we foster with our clients.Profile is a Principal Member of the Financial Planning Association and the Boutique Financial Planning Principal Group (BFPPG)
  • Commonwealth Bank Of Australia
    Corporate Banker
    Commonwealth Bank Of Australia Jan 2003 - Feb 2005
    I worked with a senior executive looking after a number of companies’ banking and finance requirements. This gave me a great insight into how the banks think as well as understanding what goes towards a great business - and of course, how businesses fail! While working at the bank was a great learning environment overtime, I came to realise the culture at a large institution was not going to be for me. So when the opportunity came to move to a million acre cattle station in the Kimberly… Show more I worked with a senior executive looking after a number of companies’ banking and finance requirements. This gave me a great insight into how the banks think as well as understanding what goes towards a great business - and of course, how businesses fail! While working at the bank was a great learning environment overtime, I came to realise the culture at a large institution was not going to be for me. So when the opportunity came to move to a million acre cattle station in the Kimberly for a couple of years (chasing cattle on horseback while sleeping under the stars) I took it. Show less

Kurt Ohlsen Skills

Financial Services Portfolio Management Investment Strategies Financial Planning Strategic Financial Planning Wealth Management Superannuation Financial Advisory Strategy Investment Advisory Finance Retirement Planning Wealth Asset Allocation Retirement Investments Income Protection Estate Planning Smsf Financial Planners Financial Risk Mutual Funds Investment Management

Kurt Ohlsen Education Details

Frequently Asked Questions about Kurt Ohlsen

What company does Kurt Ohlsen work for?

Kurt Ohlsen works for Profile Financial Services

What is Kurt Ohlsen's role at the current company?

Kurt Ohlsen's current role is Financial Interpreter.

What is Kurt Ohlsen's email address?

Kurt Ohlsen's email address is ku****@****.com.au

What schools did Kurt Ohlsen attend?

Kurt Ohlsen attended University Of Sydney, James Ruse, Kaplan.

What skills is Kurt Ohlsen known for?

Kurt Ohlsen has skills like Financial Services, Portfolio Management, Investment Strategies, Financial Planning, Strategic Financial Planning, Wealth Management, Superannuation, Financial Advisory, Strategy, Investment Advisory, Finance, Retirement Planning.

Who are Kurt Ohlsen's colleagues?

Kurt Ohlsen's colleagues are Spiros Christoforatos, Erica Lord, Jennifer Loutkovsky, Sara Beckinsale, Jackson Osmetti, Jessica Walker, Phillip Win.

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