Financial Adviser · MALVERN, VIC

Carlos Armando Ortega Suarez

MALVERN, VIC
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001304090
Currently at
Malvern, VIC (firm address)

Carlos Armando Ortega Suarez is a financial adviser based in Malvern, Victoria, with 2 years of experience in the financial services industry since 2024. Carlos is currently authorised under Parc Wealth Group, operating through Parc Wealth Management. Carlos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carlos's qualifications include a Master of Accounting from Kaplan Business School. Carlos is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2018
Master of Accounting
Kaplan Business School
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
SMSF Specialist Adviser
SMSF Association
2025
Accredited Listed Product Adviser
Kaplan

Registration History

Mar 2026 - Present Current
Jun 2023 - Mar 2026 Ceased

Source: ASIC Financial Advisers Register