Financial Adviser
· PALMVIEW, QLD
Juan Salvador Solis Santacruz
No disciplinary history on record with ASIC
PALMVIEW,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269174
About Juan Salvador Solis Santacruz
Juan Salvador Solis Santacruz is a financial adviser based in Palmview, Queensland, with 8 years of experience in the financial services industry since 2018. Juan is currently authorised under Insight Investment Partners. Juan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Juan's qualifications include a Masters of Professional Accounting from Central Queensland University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business (Marketing)
Central Queensland University
2015
Diploma and Advanced Diploma of Financial Planning
Monarch Institute
2016
MBA (Financial Management)
Central Queensland University
2018
Masters of Professional Accounting
Central Queensland University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
No advice on Self Managed Super Funds
Cannot provide advice on Self Managed Super Funds
Source: ASIC Financial Advisers Register