Financial Adviser
· MALVERN, VIC
Carlos Armando Ortega Suarez
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304090
Carlos Armando Ortega Suarez is a financial adviser based in Malvern, Victoria, with 2 years of experience in the financial services industry. Carlos is currently authorised under Parc Wealth Group 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 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
Source: ASIC Financial Advisers Register