Dan commenced his career as an Accountant in 1994 and moved to Halcyon Private Wealth in 1999 and became Partner/Director in 2005.
With over 20 years’ experience in the industry, Dan has a passion for assisting clients with Estate & Legacy Planning recognising the importance of ensuring the wealth we create today lasts for future generations.
Dan also specialises in Strategic Tax Planning and has assisted clients in achieving greater wealth for them and their families.
“Being curious and understanding what’s truly important in our client’s lives is the cornerstone to achieving outcomes that matter most to them” – Dan Kohlman
Qualifications – Member of the Financial Planning Association of Australia, Bachelor of Commerce: Accounting & Finance, Certified Financial Planner (CFP), Accredited Self-Managed Super Funds Advisor, Accredited Derivatives Advisor.