William Kohlen
Financial Adviser
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About
William Kohlen is an ASIC-registered financial adviser based in Perth, Western Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. William holds a Bachelor of Commerce from The University of Western Australia (2018) and completed his Financial Adviser Exam with ASIC and a Graduate Diploma of Financial Planning from Kaplan in 2023. This robust educational foundation ensures he provides informed and strategic financial guidance. William is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He is passionate about empowering clients to make confident decisions about their financial futures. Key services offered include: • Superannuation advice to optimise retirement savings • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to grow your investments • Investment Life Insurance and Life Risk Insurance planning for peace of mind • Securities and Government Debt Securities advice to diversify your portfolio Ready to take control of your financial future? Contact William Kohlen today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does William Kohlen offer?
William Kohlen provides advice on a range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities.
What qualifications does William Kohlen have?
William Kohlen holds a Bachelor of Commerce from The University of Western Australia and a Graduate Diploma of Financial Planning from Kaplan. He has also passed the Financial Adviser Exam administered by ASIC.
What can I expect during my first meeting with William?
During your initial consultation with William, you can expect a thorough discussion of your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs.
How can William Kohlen help me with my superannuation?
William can provide expert advice on optimising your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement.
Is William Kohlen qualified to provide insurance advice?
Yes, William is authorised to provide advice on a variety of insurance products, including Investment Life Insurance and Life Risk Insurance, to help you protect yourself and your family from unforeseen circumstances.
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