Benjamin Kohn
Financial Adviser
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About
Benjamin Kohn is an ASIC-registered financial adviser dedicated to helping clients in Caulfield North and across Australia achieve their financial goals. With a Bachelor of Business (Financial Planning) from RMIT (2001) and a commitment to ethical practice demonstrated by completing Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019), Benjamin brings a wealth of knowledge and experience to every client relationship. He is also a proud member of the Financial Advice Association of Australia (FAAA). Benjamin is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies to meet your unique needs. Whether you're planning for retirement, managing your wealth, or protecting your future with insurance, Benjamin has the expertise to guide you. • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Benjamin today for a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Benjamin Kohn offer?
Benjamin specialises in superannuation advice, insurance, wealth management and retirement planning, among other areas. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Benjamin Kohn have?
Benjamin holds a Bachelor of Business (Financial Planning) from RMIT and has completed Ethics and Professionalism in Financial Advice training. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Benjamin Kohn?
The process typically begins with an initial consultation to understand your financial goals and current situation. Benjamin will then develop a personalised financial plan tailored to your needs and work with you to implement and monitor your progress.
What can I expect from a financial planning session with Benjamin?
You can expect a thorough assessment of your financial situation, clear and concise explanations of your options, and a collaborative approach to developing a financial plan that aligns with your goals. Benjamin is committed to providing ongoing support and guidance to help you achieve financial success.
How can financial advice help me plan for retirement?
Financial advice can help you estimate your retirement income needs, develop a savings and investment strategy to meet those needs, and navigate the complexities of superannuation and other retirement savings options. Benjamin can also help you understand the tax implications of different retirement planning strategies.
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