Financial Adviser
· SYDNEY, NSW
Carlos Medrano
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240942
Carlos Medrano is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Carlos is currently authorised under Havana Financial Services Pty Ltd. Carlos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business & Commerce from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business & Commerce
Monash University
2014
Diploma of Financial Planning
Monarch
2017
Advanced Diploma of Financial Planning
Monarch Institute
2020
Self Managed Superannuation Funds
Kaplan Professional
2022
FPC002B- Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Excluding SMSF
Not authorised for SMSF
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register