Financial Adviser
· MILTON, QLD
Carlos Adrian Velasquez Zapata
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001271117
Carlos Adrian Velasquez Zapata is a financial adviser based in Milton, Queensland, with 8 years of experience in the financial services industry. Carlos is currently authorised under Fiducian Financial Services Pty Ltd. Carlos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Business from Queensland University of Technology.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not authorised to provide advice on Self Managed Super Funds or Margin Lending.
Qualifications and Training
2017
Master of Business
Queensland University of Technology
2018
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Not authorised to provide advice on Self Managed Super Funds or Margin Lending.
THE ADVISORY FIRM PTY LTD
Source: ASIC Financial Advisers Register